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Lucia Wealth Services’s Caterpillar CAT Stock Holding History

Lucia Wealth Services’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
2018
Q4 		– Sell
-494
Closed -$75K – 181
2018
Q3 		$75K Buy
494
+1
+0.2% +$141 0.02% 172
2018
Q2 		$67K Buy
493
+156
+46% +$23.3K 0.03% 152
2018
Q1 		$50K Buy
+337
New +$53.2K 0.02% 144

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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lucia Wealth Services's CAT Position: Q4 2018 in Review

Lucia Wealth Services sold out of Caterpillar (CAT) in Q4 2018, closing a stake of 494 shares — an estimated $75K sold.

Lucia Wealth Services first reported a position in CAT in Q1 2018 and held it in 3 quarters. The position peaked at $75K in Q3 2018. 1,559 funds tracked by Wall St. Rank hold CAT as of Q4 2018.

  • Lucia Wealth Services reported no remaining Caterpillar position as of Q4 2018 after selling out during the quarter.
  • Lucia Wealth Services sold 494 Caterpillar shares in Q4 2018, an estimated $75K.
  • Lucia Wealth Services first reported a position in Caterpillar in Q1 2018 and held it in 3 quarters.
  • Lucia Wealth Services's Caterpillar position peaked at $75K in Q3 2018.
  • 1,559 funds tracked by Wall St. Rank held Caterpillar as of Q4 2018.

Based on Lucia Wealth Services's 13F filing for Q4 2018, filed 13 Feb 2019.