Mark Hillman’s Caterpillar CAT Stock Holding History

Mark Hillman’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 Q1	–	Sell	-1,435	Closed	-$212K	–	39
2019 Q4	$212K	Buy	+1,435	New	+$200K	0.15%	43
2013 Q4	$2.76M	Buy	+30,441	New	+$2.6M	4.13%	7

Other funds holding CAT

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mark Hillman's CAT Position: Q1 2020 in Review

Mark Hillman sold out of Caterpillar (CAT) in Q1 2020, closing a stake of 1,435 shares — an estimated $212K sold.

Mark Hillman first reported a position in CAT in Q4 2013 and held it in 2 quarters. The position peaked at $2.76M in Q4 2013. 1,491 funds tracked by Wall St. Rank hold CAT as of Q1 2020.

Mark Hillman reported no remaining Caterpillar position as of Q1 2020 after selling out during the quarter.
Mark Hillman sold 1,435 Caterpillar shares in Q1 2020, an estimated $212K.
Mark Hillman first reported a position in Caterpillar in Q4 2013 and held it in 2 quarters.
Mark Hillman's Caterpillar position peaked at $2.76M in Q4 2013.
1,491 funds tracked by Wall St. Rank held Caterpillar as of Q1 2020.

Based on Hillman Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.