Harvey Capital Management’s Caterpillar CAT Stock Holding History

Harvey Capital Management’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	-20,950	Closed	-$3.09M	–	64
2019 Q4	$3.09M	Sell	20,950 -16,245	-44%	-$2.27M	1.37%	25
2019 Q3	$4.7M	Sell	37,195 -450	-1%	-$57.2K	2.33%	18
2019 Q2	$5.13M	Sell	37,645 -420	-1%	-$55.5K	2.47%	14
2019 Q1	$5.16M	Buy	38,065 +16,390	+76%	+$2.18M	2.48%	16
2018 Q4	$2.75M	Buy	+21,675	New	+$2.82M	1.46%	24
2015 Q3	–	Sell	-3,000	Closed	-$253K	–	86
2015 Q2	$253K	Hold	3,000	–	–	0.09%	79
2015 Q1	$240K	Sell	3,000 -500	-14%	-$41.5K	0.09%	77
2014 Q4	$320K	Hold	3,500	–	–	0.12%	63
2014 Q3	$346K	Hold	3,500	–	–	0.14%	60
2014 Q2	$380K	Hold	3,500	–	–	0.14%	60
2014 Q1	$347K	Buy	3,500 +500	+17%	+$47.2K	0.14%	61
2013 Q4	$272K	Buy	+3,000	New	+$256K	0.11%	71

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

Harvey Capital Management's CAT Position: Q1 2020 in Review

Harvey Capital Management sold out of Caterpillar (CAT) in Q1 2020, closing a stake of 20,950 shares — an estimated $3.09M sold.

Harvey Capital Management first reported a position in CAT in Q4 2013 and held it in 12 quarters. The position peaked at $5.16M in Q1 2019. 1,490 funds tracked by Wall St. Rank hold CAT as of Q1 2020.

Harvey Capital Management reported no remaining Caterpillar position as of Q1 2020 after selling out during the quarter.
Harvey Capital Management sold 20,950 Caterpillar shares in Q1 2020, an estimated $3.09M.
Harvey Capital Management first reported a position in Caterpillar in Q4 2013 and held it in 12 quarters.
Harvey Capital Management's Caterpillar position peaked at $5.16M in Q1 2019.
1,490 funds tracked by Wall St. Rank held Caterpillar as of Q1 2020.

Based on Harvey Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.