SFG
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Sowa Financial Group’s Caterpillar CAT Stock Holding History

Sowa Financial 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
Q1 		– Sell
-685
Closed -$125K – 98
2020
Q4 		$125K Hold
685
– – 0.08% 79
2020
Q3 		$102K Hold
685
– – 0.07% 84
2020
Q2 		$87K Hold
685
– – 0.07% 88
2020
Q1 		$79K Hold
685
– – 0.07% 83
2019
Q4 		$101K Buy
+685
New +$95.6K 0.08% 85

Other funds holding CAT

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sowa Financial Group's CAT Position: Q1 2021 in Review

Sowa Financial Group sold out of Caterpillar (CAT) in Q1 2021, closing a stake of 685 shares — an estimated $125K sold.

Sowa Financial Group first reported a position in CAT in Q4 2019 and held it in 5 quarters. The position peaked at $125K in Q4 2020. 2,011 funds tracked by Wall St. Rank hold CAT as of Q1 2021.

  • Sowa Financial Group reported no remaining Caterpillar position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 685 Caterpillar shares in Q1 2021, an estimated $125K.
  • Sowa Financial Group first reported a position in Caterpillar in Q4 2019 and held it in 5 quarters.
  • Sowa Financial Group's Caterpillar position peaked at $125K in Q4 2020.
  • 2,011 funds tracked by Wall St. Rank held Caterpillar as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.