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Huber Financial Advisors’s Caterpillar CAT Stock Holding History

Huber Financial Advisors’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
2019
Q2 		– Sell
-4,887
Closed -$662K – 124
2019
Q1 		$662K Buy
4,887
+164
+3% +$21.8K 0.32% 45
2018
Q4 		$600K Buy
4,723
+1
+0% +$130 0.33% 44
2018
Q3 		$720K Buy
4,722
+2
+0% +$283 0.55% 33
2018
Q2 		$640K Buy
4,720
+132
+3% +$19.7K 0.58% 32
2018
Q1 		$676K Sell
4,588
-1,000
-18% -$158K 0.67% 30
2017
Q4 		$881K Buy
+5,588
New +$775K 0.97% 18

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Huber Financial Advisors's CAT Position: Q2 2019 in Review

Huber Financial Advisors sold out of Caterpillar (CAT) in Q2 2019, closing a stake of 4,887 shares — an estimated $662K sold.

Huber Financial Advisors first reported a position in CAT in Q4 2017 and held it in 6 quarters. The position peaked at $881K in Q4 2017. 1,555 funds tracked by Wall St. Rank hold CAT as of Q2 2019.

  • Huber Financial Advisors reported no remaining Caterpillar position as of Q2 2019 after selling out during the quarter.
  • Huber Financial Advisors sold 4,887 Caterpillar shares in Q2 2019, an estimated $662K.
  • Huber Financial Advisors first reported a position in Caterpillar in Q4 2017 and held it in 6 quarters.
  • Huber Financial Advisors's Caterpillar position peaked at $881K in Q4 2017.
  • 1,555 funds tracked by Wall St. Rank held Caterpillar as of Q2 2019.

Based on Huber Financial Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.