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Sage Financial Management Group’s Caterpillar CAT Stock Holding History

Sage Financial Management 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
2021
Q2 		– Sell
-276
Closed -$64K – 33
2021
Q1 		$64K Buy
+276
New +$57.1K 0.05% 51

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Sage Financial Management Group's CAT Position: Q2 2021 in Review

Sage Financial Management Group sold out of Caterpillar (CAT) in Q2 2021, closing a stake of 276 shares — an estimated $64K sold.

Sage Financial Management Group first reported a position in CAT in Q1 2021 and held it in 1 quarter. The position peaked at $64K in Q1 2021. 2,022 funds tracked by Wall St. Rank hold CAT as of Q2 2021.

  • Sage Financial Management Group reported no remaining Caterpillar position as of Q2 2021 after selling out during the quarter.
  • Sage Financial Management Group sold 276 Caterpillar shares in Q2 2021, an estimated $64K.
  • Sage Financial Management Group first reported a position in Caterpillar in Q1 2021 and held it in 1 quarter.
  • Sage Financial Management Group's Caterpillar position peaked at $64K in Q1 2021.
  • 2,022 funds tracked by Wall St. Rank held Caterpillar as of Q2 2021.

Based on Sage Financial Management Group's 13F filing for Q2 2021, filed 3 Aug 2021.