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MacNealy Hoover Investment Management’s Caterpillar CAT Stock Holding History

MacNealy Hoover 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
2019
Q3 		$2.51M Buy
19,890
+2
+0% +$254 2.03% 16
2019
Q2 		$2.71M Sell
19,888
-109
-0.5% -$14.4K 2.05% 15
2019
Q1 		$2.71M Buy
19,997
+152
+0.8% +$20.2K 2.09% 13
2018
Q4 		$2.52M Buy
19,845
+10,276
+107% +$1.34M 2.19% 12
2018
Q3 		$1.46M Buy
9,569
+1
+0% +$141 1.07% 37
2018
Q2 		$1.3M Hold
9,568
– – 1.01% 41
2018
Q1 		$1.41M Sell
9,568
-150
-2% -$23.7K 1.13% 37
2017
Q4 		$1.53M Sell
9,718
-268
-3% -$37.2K 1.11% 35
2017
Q3 		$1.25M Sell
9,986
-24
-0.2% -$2.76K 0.89% 43
2017
Q2 		$1.08M Sell
10,010
-300
-3% -$30.5K 0.82% 43
2017
Q1 		$956K Sell
10,310
-779
-7% -$73.7K 0.73% 46
2016
Q4 		$1.03M Sell
11,089
-1,249
-10% -$113K 0.79% 44
2016
Q3 		$1.09M Sell
12,338
-199
-2% -$16.3K 0.88% 42
2016
Q2 		$950K Sell
12,537
-198
-2% -$14.8K 0.77% 54
2016
Q1 		$975K Buy
12,735
+776
+6% +$52K 0.79% 51
2015
Q4 		$813K Sell
11,959
-299
-2% -$20.9K 0.68% 56
2015
Q3 		$801K Sell
12,258
-374
-3% -$28.6K 0.72% 52
2015
Q2 		$1.07M Buy
12,632
+575
+5% +$49.4K 0.88% 45
2015
Q1 		$965K Buy
12,057
+751
+7% +$62.4K 0.84% 50
2014
Q4 		$1.03M Sell
11,306
-249
-2% -$24.2K 0.88% 46
2014
Q3 		$1.14M Sell
11,555
-100
-0.9% -$10.6K 1% 41
2014
Q2 		$1.27M Sell
11,655
-200
-2% -$21K 1.11% 37
2014
Q1 		$1.18M Buy
11,855
+570
+5% +$53.8K 1.06% 37
2013
Q4 		$1.02M Buy
+11,285
New +$964K 0.95% 43

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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

MacNealy Hoover Investment Management's CAT Position: Q3 2019 in Review

MacNealy Hoover Investment Management increased its Caterpillar (CAT) stake by 0.01% in Q3 2019, buying an estimated $254 and bringing the position to 19,890 shares worth $2.51M. The position accounts for 2.03% of the portfolio, ranked #16.

MacNealy Hoover Investment Management first reported a position in CAT in Q4 2013 and has held it in 24 quarters since. The position peaked at $2.71M in Q2 2019. 1,478 funds tracked by Wall St. Rank hold CAT as of Q3 2019.

  • MacNealy Hoover Investment Management held 19,890 shares of Caterpillar worth $2.51M as of Q3 2019.
  • MacNealy Hoover Investment Management bought 2 Caterpillar shares in Q3 2019, an estimated $254.
  • Caterpillar made up 2.03% of MacNealy Hoover Investment Management's portfolio in Q3 2019, its #16 holding.
  • MacNealy Hoover Investment Management first reported a position in Caterpillar in Q4 2013 and has held it in 24 quarters since.
  • MacNealy Hoover Investment Management's Caterpillar position peaked at $2.71M in Q2 2019.
  • 1,478 funds tracked by Wall St. Rank held Caterpillar as of Q3 2019.

Based on MacNealy Hoover Investment Management's 13F filing for Q3 2019, filed 1 Oct 2019.