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Rampart Investment Management’s Caterpillar CAT Stock Holding History

Rampart Investment 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 		– Sell
-2,147
Closed -$320K – 56
2020
Q3 		$320K Sell
2,147
-16,053
-88% -$2.26M 0.2% 117
2020
Q2 		$2.3M Buy
18,200
+14,404
+379% +$1.71M 0.39% 71
2020
Q1 		$440K Sell
3,796
-3,616
-49% -$462K 0.21% 108
2019
Q4 		$1.09M Buy
7,412
+183
+3% +$25.5K 0.13% 210
2019
Q3 		$913K Sell
7,229
-24,126
-77% -$3.07M 0.11% 229
2019
Q2 		$4.27M Sell
31,355
-3,376
-10% -$446K 0.5% 53
2019
Q1 		$4.71M Buy
34,731
+29,150
+522% +$3.87M 0.54% 46
2018
Q4 		$709K Sell
5,581
-37,429
-87% -$4.87M 0.2% 118
2018
Q3 		$918K Buy
43,010
+1,717
+4% +$243K 0.4% 59
2018
Q2 		$5.6M Sell
41,293
-7,074
-15% -$1.06M 0.55% 41
2018
Q1 		$7.13M Buy
48,367
+41,119
+567% +$6.49M 0.68% 34
2017
Q4 		$1.14M Buy
7,248
+114
+2% +$15.8K 0.44% 55
2017
Q3 		$890K Sell
7,134
-478
-6% -$55K 0.3% 76
2017
Q2 		$818K Buy
7,612
+5,989
+369% +$608K 0.29% 78
2017
Q1 		$151K Buy
+1,623
New +$154K 0.05% 98

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

Rampart Investment Management's CAT Position: Q4 2020 in Review

Rampart Investment Management sold out of Caterpillar (CAT) in Q4 2020, closing a stake of 2,147 shares — an estimated $320K sold.

Rampart Investment Management first reported a position in CAT in Q1 2017 and held it in 15 quarters. The position peaked at $7.13M in Q1 2018. 1,891 funds tracked by Wall St. Rank hold CAT as of Q4 2020.

  • Rampart Investment Management reported no remaining Caterpillar position as of Q4 2020 after selling out during the quarter.
  • Rampart Investment Management sold 2,147 Caterpillar shares in Q4 2020, an estimated $320K.
  • Rampart Investment Management first reported a position in Caterpillar in Q1 2017 and held it in 15 quarters.
  • Rampart Investment Management's Caterpillar position peaked at $7.13M in Q1 2018.
  • 1,891 funds tracked by Wall St. Rank held Caterpillar as of Q4 2020.

Based on Rampart Investment Management's 13F filing for Q4 2020.