Aaron Cowen’s Caterpillar CAT Stock Holding History

Aaron Cowen’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
2018 Q4	–	Sell	-1,271,655	Closed	-$194M	–	25
2018 Q3	$194M	Buy	+1,271,655	New	+$180M	4.46%	13

Other funds holding CAT

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Aaron Cowen's CAT Position: Q4 2018 in Review

Aaron Cowen sold out of Caterpillar (CAT) in Q4 2018, closing a stake of 1,271,655 shares — an estimated $194M sold.

Aaron Cowen first reported a position in CAT in Q3 2018 and held it in 1 quarter. The position peaked at $194M in Q3 2018. 1,560 funds tracked by Wall St. Rank hold CAT as of Q4 2018.

Aaron Cowen reported no remaining Caterpillar position as of Q4 2018 after selling out during the quarter.
Aaron Cowen sold 1,271,655 Caterpillar shares in Q4 2018, an estimated $194M.
Aaron Cowen first reported a position in Caterpillar in Q3 2018 and held it in 1 quarter.
Aaron Cowen's Caterpillar position peaked at $194M in Q3 2018.
1,560 funds tracked by Wall St. Rank held Caterpillar as of Q4 2018.

Based on Suvretta Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.