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Lebenthal Global Advisors’s Caterpillar CAT Stock Holding History

Lebenthal Global 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
2021
Q1 		– Sell
-600
Closed -$109K – 193
2020
Q4 		$109K Buy
+600
New +$102K 0.08% 169

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lebenthal Global Advisors's CAT Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of Caterpillar (CAT) in Q1 2021, closing a stake of 600 shares — an estimated $109K sold.

Lebenthal Global Advisors first reported a position in CAT in Q4 2020 and held it in 1 quarter. The position peaked at $109K in Q4 2020. 2,012 funds tracked by Wall St. Rank hold CAT as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining Caterpillar position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 600 Caterpillar shares in Q1 2021, an estimated $109K.
  • Lebenthal Global Advisors first reported a position in Caterpillar in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's Caterpillar position peaked at $109K in Q4 2020.
  • 2,012 funds tracked by Wall St. Rank held Caterpillar as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.