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Hudson Edge Investment Partners’s Caterpillar CAT Stock Holding History

Hudson Edge Investment Partners’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
Q2 		– Sell
-2,170
Closed -$252K – 131
2020
Q1 		$252K Sell
2,170
-400
-16% -$51.1K 0.1% 121
2019
Q4 		$380K Sell
2,570
-33
-1% -$4.61K 0.1% 128
2019
Q3 		$329K Hold
2,603
– – 0.09% 135
2019
Q2 		$355K Buy
2,603
+200
+8% +$26.4K 0.1% 123
2019
Q1 		$326K Buy
2,403
+372
+18% +$49.4K 0.1% 111
2018
Q4 		$258K Buy
+2,031
New +$264K 0.08% 128

Other funds holding CAT

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Hudson Edge Investment Partners's CAT Position: Q2 2020 in Review

Hudson Edge Investment Partners sold out of Caterpillar (CAT) in Q2 2020, closing a stake of 2,170 shares — an estimated $252K sold.

Hudson Edge Investment Partners first reported a position in CAT in Q4 2018 and held it in 6 quarters. The position peaked at $380K in Q4 2019. 1,545 funds tracked by Wall St. Rank hold CAT as of Q2 2020.

  • Hudson Edge Investment Partners reported no remaining Caterpillar position as of Q2 2020 after selling out during the quarter.
  • Hudson Edge Investment Partners sold 2,170 Caterpillar shares in Q2 2020, an estimated $252K.
  • Hudson Edge Investment Partners first reported a position in Caterpillar in Q4 2018 and held it in 6 quarters.
  • Hudson Edge Investment Partners's Caterpillar position peaked at $380K in Q4 2019.
  • 1,545 funds tracked by Wall St. Rank held Caterpillar as of Q2 2020.

Based on Hudson Edge Investment Partners's 13F filing for Q2 2020, filed 10 Aug 2020.