Squar Milner Financial Services’s Caterpillar CAT Stock Holding History

Squar Milner Financial 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 Q3	–	Sell	-3,355	Closed	-$424K	–	34
2020 Q2	$424K	Hold	3,355	–	–	0.24%	115
2020 Q1	$389K	Buy	3,355 +300	+10%	+$38.3K	0.23%	93
2019 Q4	$451K	Sell	3,055 -300	-9%	-$41.9K	0.23%	99
2019 Q3	$500K	Sell	3,355 -402	-11%	-$51.1K	0.26%	96
2019 Q2	$512K	Buy	3,757 +795	+27%	+$105K	0.35%	63
2019 Q1	$401K	Hold	2,962	–	–	0.3%	75
2018 Q4	$376K	Hold	2,962	–	–	0.36%	69
2018 Q3	$452K	Sell	2,962 -630	-18%	-$89.1K	0.41%	57
2018 Q2	$487K	Hold	3,592	–	–	0.43%	54
2018 Q1	$529K	Hold	3,592	–	–	0.67%	43
2017 Q4	$584K	Buy	+3,592	New	+$498K	0.71%	37

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Squar Milner Financial Services's CAT Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Caterpillar (CAT) in Q3 2020, closing a stake of 3,355 shares — an estimated $424K sold.

Squar Milner Financial Services first reported a position in CAT in Q4 2017 and held it in 11 quarters. The position peaked at $584K in Q4 2017. 1,658 funds tracked by Wall St. Rank hold CAT as of Q3 2020.

Squar Milner Financial Services reported no remaining Caterpillar position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 3,355 Caterpillar shares in Q3 2020, an estimated $424K.
Squar Milner Financial Services first reported a position in Caterpillar in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's Caterpillar position peaked at $584K in Q4 2017.
1,658 funds tracked by Wall St. Rank held Caterpillar as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.