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JOYN Advisors’s Caterpillar CAT Stock Holding History

JOYN 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
2020
Q1 		– Sell
-1,917
Closed -$283K – 116
2019
Q4 		$283K Buy
1,917
+27
+1% +$3.77K 0.06% 86
2019
Q3 		$239K Buy
1,890
+1
+0.1% +$127 0.05% 93
2019
Q2 		$230K Buy
1,889
+16
+0.9% +$2.11K 0.05% 107
2019
Q1 		$254K Sell
1,873
-9
-0.5% -$1.2K 0.06% 84
2018
Q4 		$239K Buy
1,882
+1,492
+383% +$194K 0.05% 94
2018
Q3 		$59K Buy
390
+4
+1% +$566 0.01% 355
2018
Q2 		$52K Buy
386
+300
+349% +$44.8K 0.01% 382
2018
Q1 		$13K Buy
+86
New +$13.6K ﹤0.01% 739

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

JOYN Advisors's CAT Position: Q1 2020 in Review

JOYN Advisors sold out of Caterpillar (CAT) in Q1 2020, closing a stake of 1,917 shares — an estimated $283K sold.

JOYN Advisors first reported a position in CAT in Q1 2018 and held it in 8 quarters. The position peaked at $283K in Q4 2019. 1,490 funds tracked by Wall St. Rank hold CAT as of Q1 2020.

  • JOYN Advisors reported no remaining Caterpillar position as of Q1 2020 after selling out during the quarter.
  • JOYN Advisors sold 1,917 Caterpillar shares in Q1 2020, an estimated $283K.
  • JOYN Advisors first reported a position in Caterpillar in Q1 2018 and held it in 8 quarters.
  • JOYN Advisors's Caterpillar position peaked at $283K in Q4 2019.
  • 1,490 funds tracked by Wall St. Rank held Caterpillar as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.