PSG
CAT icon

Planning Solutions Group’s Caterpillar CAT Stock Holding History

Planning Solutions 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
2019
Q2 		$255K Sell
1,874
-1,101
-37% -$145K 0.13% 114
2019
Q1 		$403K Buy
2,975
+922
+45% +$122K 0.22% 86
2018
Q4 		$261K Buy
+2,053
New +$267K 0.16% 101

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

Planning Solutions Group's CAT Position: Q2 2019 in Review

Planning Solutions Group reduced its Caterpillar (CAT) stake by 37% in Q2 2019, selling an estimated $145K and leaving 1,874 shares worth $255K. The position accounts for 0.13% of the portfolio, ranked #114.

Planning Solutions Group first reported a position in CAT in Q4 2018 and has held it in 3 quarters since. The position peaked at $403K in Q1 2019. 1,555 funds tracked by Wall St. Rank hold CAT as of Q2 2019.

  • Planning Solutions Group held 1,874 shares of Caterpillar worth $255K as of Q2 2019.
  • Planning Solutions Group sold 1,101 Caterpillar shares in Q2 2019, an estimated $145K.
  • Caterpillar made up 0.13% of Planning Solutions Group's portfolio in Q2 2019, its #114 holding.
  • Planning Solutions Group first reported a position in Caterpillar in Q4 2018 and has held it in 3 quarters since.
  • Planning Solutions Group's Caterpillar position peaked at $403K in Q1 2019.
  • 1,555 funds tracked by Wall St. Rank held Caterpillar as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.