Halpern Financial’s Caterpillar CAT Stock Holding History

Halpern Financial’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	-127	Closed	-$18.8K	–	165
2019 Q4	$18.8K	Buy	+127	New	+$17.7K	0.01%	85

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Halpern Financial's CAT Position: Q1 2020 in Review

Halpern Financial sold out of Caterpillar (CAT) in Q1 2020, closing a stake of 127 shares — an estimated $18.8K sold.

Halpern Financial first reported a position in CAT in Q4 2019 and held it in 1 quarter. The position peaked at $18.8K in Q4 2019. 1,490 funds tracked by Wall St. Rank hold CAT as of Q1 2020.

Halpern Financial reported no remaining Caterpillar position as of Q1 2020 after selling out during the quarter.
Halpern Financial sold 127 Caterpillar shares in Q1 2020, an estimated $18.8K.
Halpern Financial first reported a position in Caterpillar in Q4 2019 and held it in 1 quarter.
Halpern Financial's Caterpillar position peaked at $18.8K in Q4 2019.
1,490 funds tracked by Wall St. Rank held Caterpillar as of Q1 2020.

Based on Halpern Financial's 13F filing for Q1 2020, filed 21 Sep 2023.