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Mitsubishi UFJ Securities’s Caterpillar CAT Stock Holding History

Mitsubishi UFJ Securities’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 		– Sell
-470
Closed -$64K – 109
2019
Q2 		$64K Buy
+470
New +$62.1K 0.21% 161
2017
Q2 		– Sell
-150
Closed -$14K – 229
2017
Q1 		$14K Sell
150
-150
-50% -$14.2K 0.08% 151
2016
Q4 		$28K Buy
+300
New +$27.2K 0.16% 109

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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Mitsubishi UFJ Securities's CAT Position: Q3 2019 in Review

Mitsubishi UFJ Securities sold out of Caterpillar (CAT) in Q3 2019, closing a stake of 470 shares — an estimated $64K sold.

Mitsubishi UFJ Securities first reported a position in CAT in Q4 2016 and held it in 3 quarters. The position peaked at $64K in Q2 2019. 1,479 funds tracked by Wall St. Rank hold CAT as of Q3 2019.

  • Mitsubishi UFJ Securities reported no remaining Caterpillar position as of Q3 2019 after selling out during the quarter.
  • Mitsubishi UFJ Securities sold 470 Caterpillar shares in Q3 2019, an estimated $64K.
  • Mitsubishi UFJ Securities first reported a position in Caterpillar in Q4 2016 and held it in 3 quarters.
  • Mitsubishi UFJ Securities's Caterpillar position peaked at $64K in Q2 2019.
  • 1,479 funds tracked by Wall St. Rank held Caterpillar as of Q3 2019.

Based on Mitsubishi UFJ Securities's 13F filing for Q3 2019, filed 14 Nov 2019.