AWM
CAT icon

Alterna Wealth Management’s Caterpillar CAT Stock Holding History

Alterna Wealth Management’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
2019
Q1 		– Sell
-4,724
Closed -$508K – 142
2018
Q4 		$508K Buy
+4,724
New +$615K 0.08% 172

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Alterna Wealth Management's CAT Position: Q1 2019 in Review

Alterna Wealth Management sold out of Caterpillar (CAT) in Q1 2019, closing a stake of 4,724 shares — an estimated $508K sold.

Alterna Wealth Management first reported a position in CAT in Q4 2018 and held it in 1 quarter. The position peaked at $508K in Q4 2018. 1,594 funds tracked by Wall St. Rank hold CAT as of Q1 2019.

  • Alterna Wealth Management reported no remaining Caterpillar position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 4,724 Caterpillar shares in Q1 2019, an estimated $508K.
  • Alterna Wealth Management first reported a position in Caterpillar in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Caterpillar position peaked at $508K in Q4 2018.
  • 1,594 funds tracked by Wall St. Rank held Caterpillar as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.