GLI
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Guardian Life Insurance’s Caterpillar CAT Stock Holding History

Guardian Life Insurance’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,628
Closed -$240K – 74
2019
Q4 		$240K Sell
1,628
-19
-1% -$2.65K 0.06% 82
2019
Q3 		$208K Sell
1,647
-13
-0.8% -$1.65K 0.03% 98
2019
Q2 		$226K Hold
1,660
– – 0.03% 93
2019
Q1 		$225K Sell
1,660
-23
-1% -$3.06K 0.03% 91
2018
Q4 		$214K Buy
1,683
+6
+0.4% +$781 0.04% 86
2018
Q3 		$256K Buy
1,677
+23
+1% +$3.25K 0.04% 81
2018
Q2 		$224K Buy
1,654
+285
+21% +$42.6K 0.04% 81
2018
Q1 		$202K Sell
1,369
-544
-28% -$85.9K 0.04% 74
2017
Q4 		$301K Buy
1,913
+570
+42% +$79.1K 0.07% 73
2017
Q3 		$167K Buy
1,343
+11
+0.8% +$1.27K 0.03% 87
2017
Q2 		$143K Sell
1,332
-933
-41% -$94.8K 0.02% 94
2017
Q1 		$210K Buy
2,265
+24
+1% +$2.27K 0.03% 109
2016
Q4 		$208K Buy
2,241
+58
+3% +$5.26K 0.03% 117
2016
Q3 		$194K Hold
2,183
– – 0.02% 147
2016
Q2 		$165K Buy
2,183
+29
+1% +$2.17K 0.01% 181
2016
Q1 		$165K Sell
2,154
-610
-22% -$40.9K 0.01% 174
2015
Q4 		$188K Sell
2,764
-759
-22% -$53.1K 0.02% 180
2015
Q3 		$230K Buy
3,523
+872
+33% +$66.7K 0.02% 177
2015
Q2 		$225K Hold
2,651
– – 0.02% 160
2015
Q1 		$212K Sell
2,651
-800
-23% -$66.5K 0.02% 174
2014
Q4 		$316K Sell
3,451
-120
-3% -$11.7K 0.03% 162
2014
Q3 		$354K Sell
3,571
-47
-1% -$4.98K 0.04% 140
2014
Q2 		$393K Buy
3,618
+35
+1% +$3.67K 0.04% 128
2014
Q1 		$356K Sell
3,583
-7
-0.2% -$660 0.03% 137
2013
Q4 		$326K Sell
3,590
-4,274
-54% -$365K 0.03% 150
2013
Q3 		$656K Sell
7,864
-19
-0.2% -$1.61K 0.05% 143
2013
Q2 		$650K Buy
+7,883
New +$670K 0.06% 139

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Guardian Life Insurance's CAT Position: Q1 2020 in Review

Guardian Life Insurance sold out of Caterpillar (CAT) in Q1 2020, closing a stake of 1,628 shares — an estimated $240K sold.

Guardian Life Insurance first reported a position in CAT in Q2 2013 and held it in 27 quarters. The position peaked at $656K in Q3 2013. 1,490 funds tracked by Wall St. Rank hold CAT as of Q1 2020.

  • Guardian Life Insurance reported no remaining Caterpillar position as of Q1 2020 after selling out during the quarter.
  • Guardian Life Insurance sold 1,628 Caterpillar shares in Q1 2020, an estimated $240K.
  • Guardian Life Insurance first reported a position in Caterpillar in Q2 2013 and held it in 27 quarters.
  • Guardian Life Insurance's Caterpillar position peaked at $656K in Q3 2013.
  • 1,490 funds tracked by Wall St. Rank held Caterpillar as of Q1 2020.

Based on Guardian Life Insurance's 13F filing for Q1 2020.