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Sun Life Financial’s Caterpillar CAT Stock Holding History

Sun Life Financial’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
Q2 		– Sell
-317
Closed -$74K – 143
2021
Q1 		$74K Sell
317
-5
-2% -$1.03K 0.01% 157
2020
Q4 		$59K Sell
322
-2
-0.6% -$339 0.01% 156
2020
Q3 		$48K Sell
324
-5
-2% -$702 0.01% 163
2020
Q2 		$42K Hold
329
– – 0.01% 155
2020
Q1 		$38K Sell
329
-4
-1% -$511 0.01% 144
2019
Q4 		$49K Sell
333
-130
-28% -$18.1K 0.01% 147
2019
Q3 		$58K Sell
463
-2
-0.4% -$254 0.01% 278
2019
Q2 		$63K Sell
465
-515
-53% -$68.1K 0.02% 273
2019
Q1 		$133K Sell
980
-667
-40% -$88.6K 0.03% 237
2018
Q4 		$209K Buy
1,647
+13
+0.8% +$1.69K 0.04% 185
2018
Q3 		$249K Buy
1,634
+15
+0.9% +$2.12K 0.05% 199
2018
Q2 		$220K Buy
1,619
+1,217
+303% +$182K 0.03% 207
2018
Q1 		$2.73K Sell
402
-900
-69% -$142K 0.02% 182
2017
Q4 		$205K Sell
1,302
-3,052
-70% -$423K 0.02% 141
2017
Q3 		$543K Sell
4,354
-1,906
-30% -$220K 0.05% 128
2017
Q2 		$673K Buy
6,260
+6,056
+2,969% +$615K 0.07% 93
2017
Q1 		$2.2K Buy
+204
New +$19.3K ﹤0.01% 115

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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sun Life Financial's CAT Position: Q2 2021 in Review

Sun Life Financial sold out of Caterpillar (CAT) in Q2 2021, closing a stake of 317 shares — an estimated $74K sold.

Sun Life Financial first reported a position in CAT in Q1 2017 and held it in 17 quarters. The position peaked at $673K in Q2 2017. 2,024 funds tracked by Wall St. Rank hold CAT as of Q2 2021.

  • Sun Life Financial reported no remaining Caterpillar position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 317 Caterpillar shares in Q2 2021, an estimated $74K.
  • Sun Life Financial first reported a position in Caterpillar in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's Caterpillar position peaked at $673K in Q2 2017.
  • 2,024 funds tracked by Wall St. Rank held Caterpillar as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.