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Point View Wealth Management’s Caterpillar CAT Stock Holding History

Point View Wealth 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
2020
Q4 		$2.04M Sell
11,233
-353
-3% -$59.9K 0.83% 32
2020
Q3 		$1.73M Sell
11,586
-280
-2% -$39.3K 0.82% 30
2020
Q2 		$1.5M Sell
11,866
-258
-2% -$30.6K 0.72% 39
2020
Q1 		$1.41M Buy
12,124
+1,191
+11% +$152K 0.77% 33
2019
Q4 		$1.61M Buy
10,933
+389
+4% +$54.3K 0.67% 42
2019
Q3 		$1.33M Buy
10,544
+722
+7% +$91.7K 0.6% 49
2019
Q2 		$1.34M Buy
9,822
+1,052
+12% +$139K 0.57% 56
2019
Q1 		$1.19M Sell
8,770
-341
-4% -$45.3K 0.53% 63
2018
Q4 		$1.16M Buy
9,111
+2,956
+48% +$385K 0.58% 56
2018
Q3 		$939K Hold
6,155
– – 0.42% 78
2018
Q2 		$835K Sell
6,155
-129
-2% -$19.3K 0.39% 90
2018
Q1 		$926K Sell
6,284
-71
-1% -$11.2K 0.44% 73
2017
Q4 		$1M Sell
6,355
-353
-5% -$49K 0.47% 72
2017
Q3 		$837K Sell
6,708
-1,413
-17% -$163K 0.4% 88
2017
Q2 		$873K Hold
8,121
– – 0.43% 83
2017
Q1 		$753K Buy
8,121
+826
+11% +$78.2K 0.39% 93
2016
Q4 		$677K Sell
7,295
-815
-10% -$73.9K 0.39% 92
2016
Q3 		$720K Buy
8,110
+157
+2% +$12.8K 0.43% 85
2016
Q2 		$603K Sell
7,953
-66
-0.8% -$4.95K 0.37% 102
2016
Q1 		$614K Buy
8,019
+2,065
+35% +$138K 0.4% 93
2015
Q4 		$405K Buy
5,954
+1,999
+51% +$140K 0.29% 119
2015
Q3 		$258K Buy
+3,955
New +$303K 0.21% 150
2015
Q2 		– Sell
-4,185
Closed -$335K – 202
2015
Q1 		$335K Sell
4,185
-131
-3% -$10.9K 0.26% 130
2014
Q4 		$395K Sell
4,316
-90
-2% -$8.76K 0.29% 111
2014
Q3 		$436K Buy
4,406
+30
+0.7% +$3.18K 0.37% 101
2014
Q2 		$476K Hold
4,376
– – 0.41% 90
2014
Q1 		$435K Hold
4,376
– – 0.4% 88
2013
Q4 		$397K Buy
+4,376
New +$374K 0.38% 94

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Point View Wealth Management's CAT Position: Q4 2020 in Review

Point View Wealth Management reduced its Caterpillar (CAT) stake by 3% in Q4 2020, selling an estimated $59.9K and leaving 11,233 shares worth $2.04M. The position accounts for 0.83% of the portfolio, ranked #32.

Point View Wealth Management first reported a position in CAT in Q4 2013 and has held it in 28 quarters since. 1,890 funds tracked by Wall St. Rank hold CAT as of Q4 2020.

  • Point View Wealth Management held 11,233 shares of Caterpillar worth $2.04M as of Q4 2020.
  • Point View Wealth Management sold 353 Caterpillar shares in Q4 2020, an estimated $59.9K.
  • Caterpillar made up 0.83% of Point View Wealth Management's portfolio in Q4 2020, its #32 holding.
  • Point View Wealth Management first reported a position in Caterpillar in Q4 2013 and has held it in 28 quarters since.
  • 1,890 funds tracked by Wall St. Rank held Caterpillar as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.