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Vaughan & Co Securities’s Caterpillar CAT Stock Holding History

Vaughan & Co Securities’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
Q2 		– Sell
-150
Closed -$17.4K – 60
2020
Q1 		$17.4K Hold
150
– – 0.02% 118
2019
Q4 		$22.2K Buy
+150
New +$20.9K 0.02% 120

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Vaughan & Co Securities's CAT Position: Q2 2020 in Review

Vaughan & Co Securities sold out of Caterpillar (CAT) in Q2 2020, closing a stake of 150 shares — an estimated $17.4K sold.

Vaughan & Co Securities first reported a position in CAT in Q4 2019 and held it in 2 quarters. The position peaked at $22.2K in Q4 2019. 1,545 funds tracked by Wall St. Rank hold CAT as of Q2 2020.

  • Vaughan & Co Securities reported no remaining Caterpillar position as of Q2 2020 after selling out during the quarter.
  • Vaughan & Co Securities sold 150 Caterpillar shares in Q2 2020, an estimated $17.4K.
  • Vaughan & Co Securities first reported a position in Caterpillar in Q4 2019 and held it in 2 quarters.
  • Vaughan & Co Securities's Caterpillar position peaked at $22.2K in Q4 2019.
  • 1,545 funds tracked by Wall St. Rank held Caterpillar as of Q2 2020.

Based on Vaughan & Co Securities's 13F filing for Q2 2020, filed 10 May 2021.