Jupiter Investment Management’s Caterpillar CAT Stock Holding History

Jupiter Investment 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
2020 Q2	$208K	Buy	+1,648	New	+$195K	﹤0.01%	371
2020 Q1	–	Sell	-6,000	Closed	-$886K	–	380
2019 Q4	$886K	Buy	+6,000	New	+$837K	0.01%	325
2019 Q3	–	Sell	-3,876	Closed	-$528K	–	430
2019 Q2	$528K	Buy	+3,876	New	+$512K	0.01%	275
2018 Q1	–	Sell	-42,434	Closed	-$6.69M	–	373
2017 Q4	$6.69M	Buy	+42,434	New	+$5.89M	0.06%	172
2015 Q4	–	Sell	-10,500	Closed	-$686K	–	297
2015 Q3	$686K	Buy	+10,500	New	+$803K	0.02%	211
2014 Q4	–	Sell	-22,500	Closed	-$2.23M	–	343
2014 Q3	$2.23M	Buy	+22,500	New	+$2.39M	0.11%	161
2013 Q4	–	Sell	-59,600	Closed	-$4.97M	–	340
2013 Q3	$4.97M	Buy	+59,600	New	+$5.04M	0.47%	75

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Jupiter Investment Management's CAT Position: Q2 2020 in Review

Jupiter Investment Management opened a new position in Caterpillar (CAT) in Q2 2020: 1,648 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #371 among its holdings. This is a return to the name: Jupiter Investment Management previously reported a position in CAT as recently as Q4 2019.

Jupiter Investment Management first reported a position in CAT in Q3 2013 and has held it in 7 quarters since. The position peaked at $6.69M in Q4 2017. 1,545 funds tracked by Wall St. Rank hold CAT as of Q2 2020.

Jupiter Investment Management held 1,648 shares of Caterpillar worth $208K as of Q2 2020.
Caterpillar was a new Jupiter Investment Management position in Q2 2020.
Caterpillar made up ﹤0.01% of Jupiter Investment Management's portfolio in Q2 2020, its #371 holding.
Jupiter Investment Management first reported a position in Caterpillar in Q3 2013 and has held it in 7 quarters since.
Jupiter Investment Management's Caterpillar position peaked at $6.69M in Q4 2017.
1,545 funds tracked by Wall St. Rank held Caterpillar as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.