SIA
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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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return