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Ovata Capital Management’s Caterpillar CAT Stock Holding History

Ovata Capital 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
2021
Q1 		– Sell
-1,700
Closed -$309K – 50
2020
Q4 		$309K Buy
+1,700
New +$288K 0.1% 40

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ovata Capital Management's CAT Position: Q1 2021 in Review

Ovata Capital Management sold out of Caterpillar (CAT) in Q1 2021, closing a stake of 1,700 shares — an estimated $309K sold.

Ovata Capital Management first reported a position in CAT in Q4 2020 and held it in 1 quarter. The position peaked at $309K in Q4 2020. 2,012 funds tracked by Wall St. Rank hold CAT as of Q1 2021.

  • Ovata Capital Management reported no remaining Caterpillar position as of Q1 2021 after selling out during the quarter.
  • Ovata Capital Management sold 1,700 Caterpillar shares in Q1 2021, an estimated $309K.
  • Ovata Capital Management first reported a position in Caterpillar in Q4 2020 and held it in 1 quarter.
  • Ovata Capital Management's Caterpillar position peaked at $309K in Q4 2020.
  • 2,012 funds tracked by Wall St. Rank held Caterpillar as of Q1 2021.

Based on Ovata Capital Management's 13F filing for Q1 2021, filed 17 May 2021.