Starfire Investment Advisers’s Caterpillar CAT Stock Holding History

Starfire Investment Advisers’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	$309K	Buy	2,450 +500	+26%	+$59.3K	0.15%	127
2020 Q1	$226K	Sell	1,950 -500	-20%	-$63.9K	0.12%	137
2019 Q4	$361K	Hold	2,450	–	–	0.14%	128
2019 Q3	$309K	Hold	2,450	–	–	0.13%	131
2019 Q2	$333K	Hold	2,450	–	–	0.15%	121
2019 Q1	$331K	Sell	2,450 -5	-0.2%	-$664	0.15%	121
2018 Q4	$311K	Buy	2,455 +5	+0.2%	+$651	0.17%	113
2018 Q3	$373K	Hold	2,450	–	–	0.19%	92
2018 Q2	$332K	Hold	2,450	–	–	0.17%	111
2018 Q1	$361K	Buy	+2,450	New	+$387K	0.19%	102
2017 Q4	–	Sell	-2,250	Closed	-$28K	–	155
2017 Q3	$28K	Hold	2,250	–	–	0.02%	118
2017 Q2	$241K	Hold	2,250	–	–	0.14%	110
2017 Q1	$213K	Sell	2,250 -750	-25%	-$71K	0.11%	131
2016 Q4	$278K	Hold	3,000	–	–	0.16%	112
2016 Q3	$266K	Sell	3,000 -125	-4%	-$10.2K	0.16%	115
2016 Q2	$237K	Hold	3,125	–	–	0.16%	115
2016 Q1	$239K	Sell	3,125 -125	-4%	-$8.38K	0.16%	114
2015 Q4	$221K	Hold	3,250	–	–	0.15%	120
2015 Q3	$212K	Hold	3,250	–	–	0.16%	122
2015 Q2	$276K	Hold	3,250	–	–	0.18%	108
2015 Q1	$260K	Buy	+3,250	New	+$270K	0.17%	112

Other funds holding CAT

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Starfire Investment Advisers's CAT Position: Q2 2020 in Review

Starfire Investment Advisers increased its Caterpillar (CAT) stake by 26% in Q2 2020, buying an estimated $59.3K and bringing the position to 2,450 shares worth $309K. The position accounts for 0.15% of the portfolio, ranked #127.

Starfire Investment Advisers first reported a position in CAT in Q1 2015 and has held it in 21 quarters since. The position peaked at $373K in Q3 2018. 1,547 funds tracked by Wall St. Rank hold CAT as of Q2 2020.

Starfire Investment Advisers held 2,450 shares of Caterpillar worth $309K as of Q2 2020.
Starfire Investment Advisers bought 500 Caterpillar shares in Q2 2020, an estimated $59.3K.
Caterpillar made up 0.15% of Starfire Investment Advisers's portfolio in Q2 2020, its #127 holding.
Starfire Investment Advisers first reported a position in Caterpillar in Q1 2015 and has held it in 21 quarters since.
Starfire Investment Advisers's Caterpillar position peaked at $373K in Q3 2018.
1,547 funds tracked by Wall St. Rank held Caterpillar as of Q2 2020.

Based on Starfire Investment Advisers's 13F filing for Q2 2020, filed 9 Jul 2020.