SIAS
CAT icon

Shine Investment Advisory Services’s Caterpillar CAT Stock Holding History

Shine Investment Advisory Services’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
-175
Closed -$26K – 717
2019
Q4 		$26K Buy
175
+103
+143% +$14.4K 0.01% 445
2019
Q3 		$9K Buy
72
+50
+227% +$6.35K ﹤0.01% 567
2019
Q2 		$3K Sell
22
-118
-84% -$15.6K ﹤0.01% 647
2019
Q1 		$19K Buy
+140
New +$18.6K 0.01% 466

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

Shine Investment Advisory Services's CAT Position: Q1 2020 in Review

Shine Investment Advisory Services sold out of Caterpillar (CAT) in Q1 2020, closing a stake of 175 shares — an estimated $26K sold.

Shine Investment Advisory Services first reported a position in CAT in Q1 2019 and held it in 4 quarters. The position peaked at $26K in Q4 2019. 1,490 funds tracked by Wall St. Rank hold CAT as of Q1 2020.

  • Shine Investment Advisory Services reported no remaining Caterpillar position as of Q1 2020 after selling out during the quarter.
  • Shine Investment Advisory Services sold 175 Caterpillar shares in Q1 2020, an estimated $26K.
  • Shine Investment Advisory Services first reported a position in Caterpillar in Q1 2019 and held it in 4 quarters.
  • Shine Investment Advisory Services's Caterpillar position peaked at $26K in Q4 2019.
  • 1,490 funds tracked by Wall St. Rank held Caterpillar as of Q1 2020.

Based on Shine Investment Advisory Services's 13F filing for Q1 2020, filed 27 Apr 2020.