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Swaine & Leidel Wealth Services’s Caterpillar CAT Stock Holding History

Swaine & Leidel Wealth Services’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
Q1 		– Sell
-20,087
Closed -$2.97M – 54
2019
Q4 		$2.97M Sell
20,087
-344
-2% -$48K 2.47% 21
2019
Q3 		$2.58M Buy
+20,431
New +$2.6M 2.34% 19

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Swaine & Leidel Wealth Services's CAT Position: Q1 2020 in Review

Swaine & Leidel Wealth Services sold out of Caterpillar (CAT) in Q1 2020, closing a stake of 20,087 shares — an estimated $2.97M sold.

Swaine & Leidel Wealth Services first reported a position in CAT in Q3 2019 and held it in 2 quarters. The position peaked at $2.97M in Q4 2019. 1,490 funds tracked by Wall St. Rank hold CAT as of Q1 2020.

  • Swaine & Leidel Wealth Services reported no remaining Caterpillar position as of Q1 2020 after selling out during the quarter.
  • Swaine & Leidel Wealth Services sold 20,087 Caterpillar shares in Q1 2020, an estimated $2.97M.
  • Swaine & Leidel Wealth Services first reported a position in Caterpillar in Q3 2019 and held it in 2 quarters.
  • Swaine & Leidel Wealth Services's Caterpillar position peaked at $2.97M in Q4 2019.
  • 1,490 funds tracked by Wall St. Rank held Caterpillar as of Q1 2020.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2020, filed 13 May 2020.