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SVA Wealth Management’s Caterpillar CAT Stock Holding History

SVA 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
Q4 		$544K Buy
2,991
+21
+0.7% +$3.56K 0.05% 158
2020
Q3 		$443K Buy
2,970
+14
+0.5% +$1.97K 0.04% 161
2020
Q2 		$374K Sell
2,956
-194
-6% -$23K 0.04% 159
2020
Q1 		$366K Sell
3,150
-151
-5% -$19.3K 0.04% 157
2019
Q4 		$487K Hold
3,301
– – 0.04% 152
2019
Q3 		$417K Buy
3,301
+666
+25% +$84.6K 0.04% 159
2019
Q2 		$359K Buy
2,635
+2
+0.1% +$264 0.04% 169
2019
Q1 		$357K Sell
2,633
-317
-11% -$42.1K 0.03% 172
2018
Q4 		$375K Sell
2,950
-691
-19% -$89.9K 0.04% 164
2018
Q3 		$555K Hold
3,641
– – 0.06% 154
2018
Q2 		$494K Buy
3,641
+1,485
+69% +$222K 0.05% 152
2018
Q1 		$269K Sell
2,156
-70
-3% -$11.1K 0.03% 186
2017
Q4 		$351K Buy
2,226
+70
+3% +$9.71K 0.04% 165
2017
Q3 		$269K Buy
+2,156
New +$248K 0.03% 186

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SVA Wealth Management's CAT Position: Q4 2020 in Review

SVA Wealth Management increased its Caterpillar (CAT) stake by 0.71% in Q4 2020, buying an estimated $3.56K and bringing the position to 2,991 shares worth $544K. The position accounts for 0.05% of the portfolio, ranked #158.

SVA Wealth Management first reported a position in CAT in Q3 2017 and has held it in 14 quarters since. The position peaked at $555K in Q3 2018. 1,890 funds tracked by Wall St. Rank hold CAT as of Q4 2020.

  • SVA Wealth Management held 2,991 shares of Caterpillar worth $544K as of Q4 2020.
  • SVA Wealth Management bought 21 Caterpillar shares in Q4 2020, an estimated $3.56K.
  • Caterpillar made up 0.05% of SVA Wealth Management's portfolio in Q4 2020, its #158 holding.
  • SVA Wealth Management first reported a position in Caterpillar in Q3 2017 and has held it in 14 quarters since.
  • SVA Wealth Management's Caterpillar position peaked at $555K in Q3 2018.
  • 1,890 funds tracked by Wall St. Rank held Caterpillar as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.