SLF
CAT icon

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 Sell
204
-78
-28% -$7.38K 0.01% 115
2016
Q4 		$3.04K Buy
+282
New +$25.6K 0.03% 63

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T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return