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Polar Capital’s Caterpillar CAT Stock Holding History

Polar Capital’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
-21,739
Closed -$3.21M – 296
2019
Q4 		$3.21M Sell
21,739
-19,258
-47% -$2.69M 0.03% 249
2019
Q3 		$5.18M Buy
40,997
+4,744
+13% +$603K 0.05% 228
2019
Q2 		$4.94M Hold
36,253
– – 0.04% 230
2019
Q1 		$4.91M Hold
36,253
– – 0.05% 215
2018
Q4 		$4.61M Buy
36,253
+5,261
+17% +$684K 0.05% 214
2018
Q3 		$4.73M Hold
30,992
– – 0.04% 220
2018
Q2 		$4.21K Hold
30,992
– – 0.03% 226
2018
Q1 		$4.57M Buy
+30,992
New +$4.89M 0.05% 219

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Polar Capital's CAT Position: Q1 2020 in Review

Polar Capital sold out of Caterpillar (CAT) in Q1 2020, closing a stake of 21,739 shares — an estimated $3.21M sold.

Polar Capital first reported a position in CAT in Q1 2018 and held it in 8 quarters. The position peaked at $5.18M in Q3 2019. 1,490 funds tracked by Wall St. Rank hold CAT as of Q1 2020.

  • Polar Capital reported no remaining Caterpillar position as of Q1 2020 after selling out during the quarter.
  • Polar Capital sold 21,739 Caterpillar shares in Q1 2020, an estimated $3.21M.
  • Polar Capital first reported a position in Caterpillar in Q1 2018 and held it in 8 quarters.
  • Polar Capital's Caterpillar position peaked at $5.18M in Q3 2019.
  • 1,490 funds tracked by Wall St. Rank held Caterpillar as of Q1 2020.

Based on Polar Capital's 13F filing for Q1 2020, filed 15 May 2020.