AL
CAT icon

Agran Libbie’s Caterpillar CAT Stock Holding History

Agran Libbie’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
Q1 		$646K Sell
6,963
-1,035
-13% -$98K 0.15% 90
2016
Q4 		$742K Buy
7,998
+15
+0.2% +$1.36K 0.18% 87
2016
Q3 		$709K Sell
7,983
-300
-4% -$24.5K 0.2% 75
2016
Q2 		$628K Sell
8,283
-495
-6% -$37.1K 0.16% 90
2016
Q1 		$672K Sell
8,778
-995
-10% -$66.7K 0.17% 88
2015
Q4 		$664K Sell
9,773
-2,815
-22% -$197K 0.17% 85
2015
Q3 		$823K Sell
12,588
-3,295
-21% -$252K 0.23% 75
2015
Q2 		$1.35M Buy
15,883
+50
+0.3% +$4.3K 0.35% 66
2015
Q1 		$1.27M Sell
15,833
-417
-3% -$34.7K 0.3% 73
2014
Q4 		$1.49M Sell
16,250
-230
-1% -$22.4K 0.35% 67
2014
Q3 		$1.63M Sell
16,480
-300
-2% -$31.8K 0.4% 65
2014
Q2 		$1.82M Sell
16,780
-110
-0.7% -$11.5K 0.47% 58
2014
Q1 		$1.68M Sell
16,890
-263
-2% -$24.8K 0.45% 61
2013
Q4 		$1.56M Buy
17,153
+1,285
+8% +$110K 0.41% 65
2013
Q3 		$1.32M Buy
15,868
+3,105
+24% +$263K 0.38% 62
2013
Q2 		$1.05M Buy
+12,763
New +$1.09M 0.3% 69

Other funds holding CAT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Agran Libbie's CAT Position: Q1 2017 in Review

Agran Libbie reduced its Caterpillar (CAT) stake by 13% in Q1 2017, selling an estimated $98K and leaving 6,963 shares worth $646K. The position accounts for 0.15% of the portfolio, ranked #90.

Agran Libbie first reported a position in CAT in Q2 2013 and has held it in 16 quarters since. The position peaked at $1.82M in Q2 2014. 1,143 funds tracked by Wall St. Rank hold CAT as of Q1 2017.

  • Agran Libbie held 6,963 shares of Caterpillar worth $646K as of Q1 2017.
  • Agran Libbie sold 1,035 Caterpillar shares in Q1 2017, an estimated $98K.
  • Caterpillar made up 0.15% of Agran Libbie's portfolio in Q1 2017, its #90 holding.
  • Agran Libbie first reported a position in Caterpillar in Q2 2013 and has held it in 16 quarters since.
  • Agran Libbie's Caterpillar position peaked at $1.82M in Q2 2014.
  • 1,143 funds tracked by Wall St. Rank held Caterpillar as of Q1 2017.

Based on Agran Libbie's 13F filing for Q1 2017, filed 27 Apr 2017.