MYCIO Wealth Partners’s Caterpillar CAT Stock Holding History

MYCIO Wealth Partners’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	-2,175	Closed	-$321K	–	80
2019 Q4	$321K	Buy	+2,175	New	+$304K	0.02%	259
2016 Q4	–	Sell	-550	Closed	-$49K	–	280
2016 Q3	$49K	Buy	550 +350	+175%	+$28.6K	0.01%	343
2016 Q2	$15K	Hold	200	–	–	﹤0.01%	495
2016 Q1	$15K	Sell	200 -500	-71%	-$33.5K	﹤0.01%	467
2015 Q4	$48K	Hold	700	–	–	0.01%	295
2015 Q3	$46K	Hold	700	–	–	0.01%	305
2015 Q2	$59K	Buy	700 +335	+92%	+$28.8K	0.01%	275
2015 Q1	$29K	Sell	365 -299	-45%	-$24.8K	0.01%	353
2014 Q4	$61K	Buy	664 +201	+43%	+$19.6K	0.01%	244
2014 Q3	$46K	Buy	463 +2	+0.4%	+$212	0.01%	260
2014 Q2	$50K	Hold	461	–	–	0.01%	263
2014 Q1	$46K	Sell	461 -949	-67%	-$89.5K	0.01%	267
2013 Q4	$128K	Buy	1,410 +2	+0.1%	+$171	0.03%	163
2013 Q3	$117K	Buy	1,408 +1	+0.1%	+$85	0.03%	163
2013 Q2	$116K	Buy	+1,407	New	+$120K	0.03%	157

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

MYCIO Wealth Partners's CAT Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Caterpillar (CAT) in Q1 2020, closing a stake of 2,175 shares — an estimated $321K sold.

MYCIO Wealth Partners first reported a position in CAT in Q2 2013 and held it in 15 quarters. The position peaked at $321K in Q4 2019. 1,490 funds tracked by Wall St. Rank hold CAT as of Q1 2020.

MYCIO Wealth Partners reported no remaining Caterpillar position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 2,175 Caterpillar shares in Q1 2020, an estimated $321K.
MYCIO Wealth Partners first reported a position in Caterpillar in Q2 2013 and held it in 15 quarters.
MYCIO Wealth Partners's Caterpillar position peaked at $321K in Q4 2019.
1,490 funds tracked by Wall St. Rank held Caterpillar as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.