440 Investment Group’s Caterpillar CAT Stock Holding History

440 Investment Group’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
2017 Q4	$303K	Buy	+1,922	New	+$267K	0.22%	90

Other funds holding CAT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

440 Investment Group's CAT Position: Q4 2017 in Review

440 Investment Group opened a new position in Caterpillar (CAT) in Q4 2017: 1,922 shares worth $303K. The stake represents 0.22% of the portfolio and ranks #90 among its holdings.

1,482 funds tracked by Wall St. Rank hold CAT as of Q4 2017.

440 Investment Group held 1,922 shares of Caterpillar worth $303K as of Q4 2017.
Caterpillar was a new 440 Investment Group position in Q4 2017.
Caterpillar made up 0.22% of 440 Investment Group's portfolio in Q4 2017, its #90 holding.
1,482 funds tracked by Wall St. Rank held Caterpillar as of Q4 2017.

Based on 440 Investment Group's 13F filing for Q4 2017, filed 16 Jan 2018.