KCS Wealth Advisory’s Caterpillar CAT Stock Holding History

KCS Wealth Advisory’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 Q4	–	Sell	-605	Closed	-$76.4K	–	183
2019 Q3	$76.4K	Buy	+605	New	+$76.9K	0.05%	216

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

KCS Wealth Advisory's CAT Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Caterpillar (CAT) in Q4 2019, closing a stake of 605 shares — an estimated $76.4K sold.

KCS Wealth Advisory first reported a position in CAT in Q3 2019 and held it in 1 quarter. The position peaked at $76.4K in Q3 2019. 1,659 funds tracked by Wall St. Rank hold CAT as of Q4 2019.

KCS Wealth Advisory reported no remaining Caterpillar position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 605 Caterpillar shares in Q4 2019, an estimated $76.4K.
KCS Wealth Advisory first reported a position in Caterpillar in Q3 2019 and held it in 1 quarter.
KCS Wealth Advisory's Caterpillar position peaked at $76.4K in Q3 2019.
1,659 funds tracked by Wall St. Rank held Caterpillar as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.