JCM
CAT icon

Julex Capital Management’s Caterpillar CAT Stock Holding History

Julex Capital Management’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
Q3 		– Sell
-153
Closed -$20K – 174
2019
Q2 		$20K Sell
153
-41
-21% -$5.42K 0.02% 24
2019
Q1 		$26.3K Buy
+194
New +$25.8K 0.02% 28

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Julex Capital Management's CAT Position: Q3 2019 in Review

Julex Capital Management sold out of Caterpillar (CAT) in Q3 2019, closing a stake of 153 shares — an estimated $20K sold.

Julex Capital Management first reported a position in CAT in Q1 2019 and held it in 2 quarters. The position peaked at $26.3K in Q1 2019. 1,479 funds tracked by Wall St. Rank hold CAT as of Q3 2019.

  • Julex Capital Management reported no remaining Caterpillar position as of Q3 2019 after selling out during the quarter.
  • Julex Capital Management sold 153 Caterpillar shares in Q3 2019, an estimated $20K.
  • Julex Capital Management first reported a position in Caterpillar in Q1 2019 and held it in 2 quarters.
  • Julex Capital Management's Caterpillar position peaked at $26.3K in Q1 2019.
  • 1,479 funds tracked by Wall St. Rank held Caterpillar as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.