H
CAT icon

Hexavest’s Caterpillar CAT Stock Holding History

Hexavest’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
2021
Q1 		– Sell
-324
Closed -$59K – 339
2020
Q4 		$59K Sell
324
-265
-45% -$44.9K ﹤0.01% 267
2020
Q3 		$88K Hold
589
– – ﹤0.01% 287
2020
Q2 		$75K Sell
589
-261,339
-100% -$31M ﹤0.01% 304
2020
Q1 		$30.4M Sell
261,928
-199,951
-43% -$25.5M 0.53% 57
2019
Q4 		$68.2M Buy
461,879
+331,018
+253% +$46.2M 0.83% 31
2019
Q3 		$16.5M Buy
+130,861
New +$16.6M 0.22% 120
2017
Q1 		– Sell
-23
Closed -$2K – 491
2016
Q4 		$2K Buy
+23
New +$2.08K ﹤0.01% 485
2016
Q2 		– Sell
-258
Closed -$20K – 506
2016
Q1 		$20K Sell
258
-125
-33% -$8.38K ﹤0.01% 440
2015
Q4 		$26K Hold
383
– – ﹤0.01% 419
2015
Q3 		$25K Hold
383
– – ﹤0.01% 412
2015
Q2 		$32K Hold
383
– – ﹤0.01% 409
2015
Q1 		$31K Buy
+383
New +$31.8K ﹤0.01% 394

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 $5.7T 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return