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AmericaFirst Defensive Growth & Income Portfolio Series 2’s Caterpillar CAT Stock Holding History

AmericaFirst Defensive Growth & Income Portfolio Series 2’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
Q2 		$194K Buy
+1,808
New +$184K 0.24% 96

Other funds holding CAT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AmericaFirst Defensive Growth & Income Portfolio Series 2's CAT Position: Q2 2017 in Review

AmericaFirst Defensive Growth & Income Portfolio Series 2 opened a new position in Caterpillar (CAT) in Q2 2017: 1,808 shares worth $194K. The stake represents 0.24% of the portfolio and ranks #96 among its holdings.

1,193 funds tracked by Wall St. Rank hold CAT as of Q2 2017.

  • AmericaFirst Defensive Growth & Income Portfolio Series 2 held 1,808 shares of Caterpillar worth $194K as of Q2 2017.
  • Caterpillar was a new AmericaFirst Defensive Growth & Income Portfolio Series 2 position in Q2 2017.
  • Caterpillar made up 0.24% of AmericaFirst Defensive Growth & Income Portfolio Series 2's portfolio in Q2 2017, its #96 holding.
  • 1,193 funds tracked by Wall St. Rank held Caterpillar as of Q2 2017.

Based on AmericaFirst Defensive Growth & Income Portfolio Series 2's 13F filing for Q2 2017, filed 15 Aug 2017.