Meritage Group’s Caterpillar CAT Stock Holding History

Meritage Group’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 Q2	–	Sell	-2,156	Closed	-$250K	–	32
2020 Q1	$250K	Buy	2,156 +783	+57%	+$100K	0.01%	32
2019 Q4	$203K	Buy	+1,373	New	+$192K	﹤0.01%	35

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Meritage Group's CAT Position: Q2 2020 in Review

Meritage Group sold out of Caterpillar (CAT) in Q2 2020, closing a stake of 2,156 shares — an estimated $250K sold.

Meritage Group first reported a position in CAT in Q4 2019 and held it in 2 quarters. The position peaked at $250K in Q1 2020. 1,545 funds tracked by Wall St. Rank hold CAT as of Q2 2020.

Meritage Group reported no remaining Caterpillar position as of Q2 2020 after selling out during the quarter.
Meritage Group sold 2,156 Caterpillar shares in Q2 2020, an estimated $250K.
Meritage Group first reported a position in Caterpillar in Q4 2019 and held it in 2 quarters.
Meritage Group's Caterpillar position peaked at $250K in Q1 2020.
1,545 funds tracked by Wall St. Rank held Caterpillar as of Q2 2020.

Based on Meritage Group's 13F filing for Q2 2020, filed 13 Aug 2020.