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Advocacy Wealth Management Services’s Caterpillar CAT Stock Holding History

Advocacy Wealth Management Services’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
2016
Q3 		– Sell
-63
Closed -$5K – 371
2016
Q2 		$5K Sell
63
-3
-5% -$225 ﹤0.01% 346
2016
Q1 		$5K Buy
66
+31
+89% +$2.08K ﹤0.01% 415
2015
Q4 		$2K Buy
+35
New +$2.45K ﹤0.01% 480
2013
Q3 		$17K Hold
200
– – 0.05% 195
2013
Q2 		$16K Buy
+200
New +$17K 0.06% 158

Other funds holding CAT

State Street
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Vanguard Group
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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Advocacy Wealth Management Services's CAT Position: Q3 2016 in Review

Advocacy Wealth Management Services sold out of Caterpillar (CAT) in Q3 2016, closing a stake of 63 shares — an estimated $5K sold.

Advocacy Wealth Management Services first reported a position in CAT in Q2 2013 and held it in 5 quarters. The position peaked at $17K in Q3 2013. 1,095 funds tracked by Wall St. Rank hold CAT as of Q3 2016.

  • Advocacy Wealth Management Services reported no remaining Caterpillar position as of Q3 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 63 Caterpillar shares in Q3 2016, an estimated $5K.
  • Advocacy Wealth Management Services first reported a position in Caterpillar in Q2 2013 and held it in 5 quarters.
  • Advocacy Wealth Management Services's Caterpillar position peaked at $17K in Q3 2013.
  • 1,095 funds tracked by Wall St. Rank held Caterpillar as of Q3 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2016, filed 19 Oct 2016.