RHP
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Royal Harbor Partners’s Caterpillar CAT Stock Holding History

Royal Harbor Partners’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
Q2 		– Sell
-10,984
Closed -$1.27M – 81
2020
Q1 		$1.27M Buy
+10,984
New +$1.4M 1.48% 20

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Royal Harbor Partners's CAT Position: Q2 2020 in Review

Royal Harbor Partners sold out of Caterpillar (CAT) in Q2 2020, closing a stake of 10,984 shares — an estimated $1.27M sold.

Royal Harbor Partners first reported a position in CAT in Q1 2020 and held it in 1 quarter. The position peaked at $1.27M in Q1 2020. 1,545 funds tracked by Wall St. Rank hold CAT as of Q2 2020.

  • Royal Harbor Partners reported no remaining Caterpillar position as of Q2 2020 after selling out during the quarter.
  • Royal Harbor Partners sold 10,984 Caterpillar shares in Q2 2020, an estimated $1.27M.
  • Royal Harbor Partners first reported a position in Caterpillar in Q1 2020 and held it in 1 quarter.
  • Royal Harbor Partners's Caterpillar position peaked at $1.27M in Q1 2020.
  • 1,545 funds tracked by Wall St. Rank held Caterpillar as of Q2 2020.

Based on Royal Harbor Partners's 13F filing for Q2 2020, filed 10 Aug 2020.