AIS
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AlphaOne Investment Services’s Caterpillar CAT Stock Holding History

AlphaOne Investment 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
2018
Q2 		– Sell
-1,243
Closed -$183K – 260
2018
Q1 		$183K Buy
+1,243
New +$196K 0.05% 150

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
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Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Northern Trust
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AlphaOne Investment Services's CAT Position: Q2 2018 in Review

AlphaOne Investment Services sold out of Caterpillar (CAT) in Q2 2018, closing a stake of 1,243 shares — an estimated $183K sold.

AlphaOne Investment Services first reported a position in CAT in Q1 2018 and held it in 1 quarter. The position peaked at $183K in Q1 2018. 1,514 funds tracked by Wall St. Rank hold CAT as of Q2 2018.

  • AlphaOne Investment Services reported no remaining Caterpillar position as of Q2 2018 after selling out during the quarter.
  • AlphaOne Investment Services sold 1,243 Caterpillar shares in Q2 2018, an estimated $183K.
  • AlphaOne Investment Services first reported a position in Caterpillar in Q1 2018 and held it in 1 quarter.
  • AlphaOne Investment Services's Caterpillar position peaked at $183K in Q1 2018.
  • 1,514 funds tracked by Wall St. Rank held Caterpillar as of Q2 2018.

Based on AlphaOne Investment Services's 13F filing for Q2 2018, filed 13 Aug 2018.