Sunflower Bank Wealth Management’s Caterpillar CAT Stock Holding History

Sunflower Bank Wealth Management’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	$604K	Hold	4,050	–	–	0.2%	60
2020 Q2	$512K	Hold	4,050	–	–	0.17%	70
2020 Q1	$470K	Sell	4,050 -95	-2%	-$12.1K	0.18%	72
2019 Q4	$612K	Hold	4,145	–	–	0.19%	76
2019 Q3	$524K	Hold	4,145	–	–	0.17%	85
2019 Q2	$565K	Hold	4,145	–	–	0.18%	79
2019 Q1	$562K	Hold	4,145	–	–	0.17%	82
2018 Q4	$527K	Sell	4,145 -180	-4%	-$23.4K	0.17%	85
2018 Q3	$660K	Hold	4,325	–	–	0.19%	81
2018 Q2	$586K	Hold	4,325	–	–	0.17%	86
2018 Q1	$638K	Hold	4,325	–	–	0.18%	82
2017 Q4	$681K	Hold	4,325	–	–	0.18%	74
2017 Q3	$539K	Hold	4,325	–	–	0.2%	55
2017 Q2	$465K	Sell	4,325 -400	-8%	-$40.6K	0.16%	68
2017 Q1	$439K	Buy	4,725 +400	+9%	+$37.9K	0.15%	65
2016 Q4	$401K	Hold	4,325	–	–	0.14%	65
2016 Q3	$384K	Hold	4,325	–	–	0.14%	69
2016 Q2	$328K	Sell	4,325 -34	-0.8%	-$2.55K	0.12%	76
2016 Q1	$334K	Sell	4,359 -375	-8%	-$25.2K	0.12%	70
2015 Q4	$322K	Hold	4,734	–	–	0.11%	75
2015 Q3	$310K	Sell	4,734 -33	-0.7%	-$2.52K	0.11%	71
2015 Q2	$405K	Buy	4,767 +150	+3%	+$12.9K	0.14%	70
2015 Q1	$369K	Hold	4,617	–	–	0.12%	79
2014 Q4	$423K	Buy	4,617 +33	+0.7%	+$3.21K	0.13%	74
2014 Q3	$454K	Sell	4,584 -600	-12%	-$63.6K	0.15%	63
2014 Q2	$563K	Sell	5,184 -426	-8%	-$44.7K	0.23%	62
2014 Q1	$558K	Hold	5,610	–	–	0.27%	57
2013 Q4	$510K	Buy	5,610 +600	+12%	+$51.2K	0.26%	55
2013 Q3	$418K	Buy	5,010 +1,800	+56%	+$152K	0.23%	62
2013 Q2	$265K	Buy	+3,210	New	+$273K	0.14%	73

Other funds holding CAT

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

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

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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Sunflower Bank Wealth Management's CAT Position: Q3 2020 in Review

Sunflower Bank Wealth Management held its Caterpillar (CAT) position steady in Q3 2020 at 4,050 shares worth $604K. The position accounts for 0.2% of the portfolio, ranked #60.

Sunflower Bank Wealth Management first reported a position in CAT in Q2 2013 and has held it in 30 quarters since. The position peaked at $681K in Q4 2017. 1,658 funds tracked by Wall St. Rank hold CAT as of Q3 2020.

Sunflower Bank Wealth Management held 4,050 shares of Caterpillar worth $604K as of Q3 2020.
Sunflower Bank Wealth Management left its Caterpillar share count unchanged in Q3 2020.
Caterpillar made up 0.2% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #60 holding.
Sunflower Bank Wealth Management first reported a position in Caterpillar in Q2 2013 and has held it in 30 quarters since.
Sunflower Bank Wealth Management's Caterpillar position peaked at $681K in Q4 2017.
1,658 funds tracked by Wall St. Rank held Caterpillar as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.