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Winslow Evans & Crocker’s Caterpillar CAT Stock Holding History

Winslow Evans & Crocker’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 		$872K Buy
4,788
+1,145
+31% +$194K 0.17% 140
2020
Q3 		$543K Sell
3,643
-28
-0.8% -$3.93K 0.13% 153
2020
Q2 		$464K Sell
3,671
-251
-6% -$29.8K 0.12% 162
2020
Q1 		$458K Sell
3,922
-346
-8% -$44.2K 0.15% 142
2019
Q4 		$632K Sell
4,268
-200
-4% -$27.9K 0.16% 130
2019
Q3 		$566K Sell
4,468
-240
-5% -$30.5K 0.16% 137
2019
Q2 		$644K Buy
4,708
+212
+5% +$28K 0.18% 127
2019
Q1 		$610K Buy
4,496
+138
+3% +$18.3K 0.17% 134
2018
Q4 		$556K Sell
4,358
-1,610
-27% -$209K 0.19% 119
2018
Q3 		$912K Sell
5,968
-10
-0.2% -$1.41K 0.28% 88
2018
Q2 		$812K Buy
5,978
+3,474
+139% +$519K 0.25% 95
2018
Q1 		$369K Sell
2,504
-2,806
-53% -$443K 0.12% 174
2017
Q4 		$836K Buy
5,310
+3,770
+245% +$523K 0.27% 88
2017
Q3 		$192K Sell
1,540
-148
-9% -$17K 0.06% 258
2017
Q2 		$181K Buy
1,688
+350
+26% +$35.6K 0.05% 334
2017
Q1 		$124K Sell
1,338
-1,280
-49% -$121K 0.04% 379
2016
Q4 		$243K Hold
2,618
– – 0.07% 263
2016
Q3 		$232K Hold
2,618
– – 0.07% 279
2016
Q2 		$198K Sell
2,618
-244
-9% -$18.3K 0.06% 283
2016
Q1 		$219K Sell
2,862
-160
-5% -$10.7K 0.07% 257
2015
Q4 		$205K Sell
3,022
-340
-10% -$23.8K 0.06% 288
2015
Q3 		$220K Sell
3,362
-404
-11% -$30.9K 0.07% 260
2015
Q2 		$319K Sell
3,766
-108
-3% -$9.29K 0.09% 229
2015
Q1 		$310K Buy
3,874
+910
+31% +$75.6K 0.09% 235
2014
Q4 		$271K Sell
2,964
-100
-3% -$9.73K 0.08% 251
2014
Q3 		$303K Sell
3,064
-500
-14% -$53K 0.09% 239
2014
Q2 		$387K Buy
3,564
+400
+13% +$42K 0.13% 181
2014
Q1 		$314K Sell
3,164
-115
-4% -$10.8K 0.11% 210
2013
Q4 		$297K Buy
+3,279
New +$280K 0.1% 219

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

Winslow Evans & Crocker's CAT Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Caterpillar (CAT) stake by 31% in Q4 2020, buying an estimated $194K and bringing the position to 4,788 shares worth $872K. The position accounts for 0.17% of the portfolio, ranked #140.

Winslow Evans & Crocker first reported a position in CAT in Q4 2013 and has held it in 29 quarters since. The position peaked at $912K in Q3 2018. 1,890 funds tracked by Wall St. Rank hold CAT as of Q4 2020.

  • Winslow Evans & Crocker held 4,788 shares of Caterpillar worth $872K as of Q4 2020.
  • Winslow Evans & Crocker bought 1,145 Caterpillar shares in Q4 2020, an estimated $194K.
  • Caterpillar made up 0.17% of Winslow Evans & Crocker's portfolio in Q4 2020, its #140 holding.
  • Winslow Evans & Crocker first reported a position in Caterpillar in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Caterpillar position peaked at $912K in Q3 2018.
  • 1,890 funds tracked by Wall St. Rank held Caterpillar as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.