HJMC
CAT icon

Hellman Jordan Management Company’s Caterpillar CAT Stock Holding History

Hellman Jordan Management Company’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
-6,515
Closed -$962K – 27
2019
Q4 		$962K Buy
6,515
+195
+3% +$27.2K 1.08% 33
2019
Q3 		$798K Hold
6,320
– – 0.63% 37
2019
Q2 		$861K Buy
6,320
+3,000
+90% +$396K 1.18% 29
2019
Q1 		$450K Sell
3,320
-500
-13% -$66.4K 0.31% 45
2018
Q4 		$485K Buy
+3,820
New +$497K 0.54% 42

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hellman Jordan Management Company's CAT Position: Q1 2020 in Review

Hellman Jordan Management Company sold out of Caterpillar (CAT) in Q1 2020, closing a stake of 6,515 shares — an estimated $962K sold.

Hellman Jordan Management Company first reported a position in CAT in Q4 2018 and held it in 5 quarters. The position peaked at $962K in Q4 2019. 1,490 funds tracked by Wall St. Rank hold CAT as of Q1 2020.

  • Hellman Jordan Management Company reported no remaining Caterpillar position as of Q1 2020 after selling out during the quarter.
  • Hellman Jordan Management Company sold 6,515 Caterpillar shares in Q1 2020, an estimated $962K.
  • Hellman Jordan Management Company first reported a position in Caterpillar in Q4 2018 and held it in 5 quarters.
  • Hellman Jordan Management Company's Caterpillar position peaked at $962K in Q4 2019.
  • 1,490 funds tracked by Wall St. Rank held Caterpillar as of Q1 2020.

Based on Hellman Jordan Management Company's 13F filing for Q1 2020, filed 28 May 2020.