WCF
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West Coast Financial’s Caterpillar CAT Stock Holding History

West Coast 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
Q1 		– Sell
-1,100
Closed -$200K – 126
2020
Q4 		$200K Buy
+1,100
New +$187K 0.04% 119
2018
Q4 		– Sell
-7,933
Closed -$1.21M – 110
2018
Q3 		$1.21M Buy
7,933
+6,459
+438% +$914K 0.28% 67
2018
Q2 		$200K Hold
1,474
– – 0.06% 107
2018
Q1 		$217K Buy
1,474
+74
+5% +$11.7K 0.06% 102
2017
Q4 		$221K Sell
1,400
-6,658
-83% -$923K 0.06% 103
2017
Q3 		$1M Buy
+8,058
New +$928K 0.27% 68

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

West Coast Financial's CAT Position: Q1 2021 in Review

West Coast Financial sold out of Caterpillar (CAT) in Q1 2021, closing a stake of 1,100 shares — an estimated $200K sold.

West Coast Financial first reported a position in CAT in Q3 2017 and held it in 6 quarters. The position peaked at $1.21M in Q3 2018. 2,013 funds tracked by Wall St. Rank hold CAT as of Q1 2021.

  • West Coast Financial reported no remaining Caterpillar position as of Q1 2021 after selling out during the quarter.
  • West Coast Financial sold 1,100 Caterpillar shares in Q1 2021, an estimated $200K.
  • West Coast Financial first reported a position in Caterpillar in Q3 2017 and held it in 6 quarters.
  • West Coast Financial's Caterpillar position peaked at $1.21M in Q3 2018.
  • 2,013 funds tracked by Wall St. Rank held Caterpillar as of Q1 2021.

Based on West Coast Financial's 13F filing for Q1 2021, filed 10 May 2021.