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Westbourne Investment Advisors’s Caterpillar CAT Stock Holding History

Westbourne Investment Advisors’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
-1,400
Closed -$207K – 86
2019
Q4 		$207K Buy
+1,400
New +$195K 0.14% 93
2018
Q4 		– Sell
-1,000
Closed -$152K – 99
2018
Q3 		$152K Buy
+1,000
New +$141K 0.11% 108

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

Westbourne Investment Advisors's CAT Position: Q1 2020 in Review

Westbourne Investment Advisors sold out of Caterpillar (CAT) in Q1 2020, closing a stake of 1,400 shares — an estimated $207K sold.

Westbourne Investment Advisors first reported a position in CAT in Q3 2018 and held it in 2 quarters. The position peaked at $207K in Q4 2019. 1,490 funds tracked by Wall St. Rank hold CAT as of Q1 2020.

  • Westbourne Investment Advisors reported no remaining Caterpillar position as of Q1 2020 after selling out during the quarter.
  • Westbourne Investment Advisors sold 1,400 Caterpillar shares in Q1 2020, an estimated $207K.
  • Westbourne Investment Advisors first reported a position in Caterpillar in Q3 2018 and held it in 2 quarters.
  • Westbourne Investment Advisors's Caterpillar position peaked at $207K in Q4 2019.
  • 1,490 funds tracked by Wall St. Rank held Caterpillar as of Q1 2020.

Based on Westbourne Investment Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.