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Paradigm Financial Advisors’s Caterpillar CAT Stock Holding History

Paradigm Financial Advisors’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
Q2 		– Sell
-6,320
Closed -$856K – 132
2019
Q1 		$856K Sell
6,320
-257
-4% -$34.1K 0.32% 56
2018
Q4 		$836K Buy
6,577
+1,760
+37% +$229K 0.37% 54
2018
Q3 		$734K Buy
+4,817
New +$681K 0.29% 59
2014
Q3 		– Sell
-9,692
Closed -$1.05M – 79
2014
Q2 		$1.05M Sell
9,692
-299
-3% -$31.4K 0.9% 37
2014
Q1 		$993K Buy
9,991
+522
+6% +$49.2K 0.91% 35
2013
Q4 		$860K Buy
+9,469
New +$808K 0.84% 36

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Paradigm Financial Advisors's CAT Position: Q2 2019 in Review

Paradigm Financial Advisors sold out of Caterpillar (CAT) in Q2 2019, closing a stake of 6,320 shares — an estimated $856K sold.

Paradigm Financial Advisors first reported a position in CAT in Q4 2013 and held it in 6 quarters. The position peaked at $1.05M in Q2 2014. 1,555 funds tracked by Wall St. Rank hold CAT as of Q2 2019.

  • Paradigm Financial Advisors reported no remaining Caterpillar position as of Q2 2019 after selling out during the quarter.
  • Paradigm Financial Advisors sold 6,320 Caterpillar shares in Q2 2019, an estimated $856K.
  • Paradigm Financial Advisors first reported a position in Caterpillar in Q4 2013 and held it in 6 quarters.
  • Paradigm Financial Advisors's Caterpillar position peaked at $1.05M in Q2 2014.
  • 1,555 funds tracked by Wall St. Rank held Caterpillar as of Q2 2019.

Based on Paradigm Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.