American Financial Network Advisory Services’s Caterpillar CAT Stock Holding History

American Financial Network Advisory 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
2019 Q2	–	Sell	-1,533	Closed	-$201K	–	138
2019 Q1	$201K	Sell	1,533 -2,115	-58%	-$281K	0.15%	142
2018 Q4	$464K	Sell	3,648 -182	-5%	-$23.7K	0.33%	92
2018 Q3	$584K	Buy	3,830 +3,740	+4,156%	+$529K	0.31%	98
2018 Q2	$523	Sell	90 -10	-10%	-$1.49K	0.28%	103
2018 Q1	$594	Sell	100 -6,743	-99%	-$1.06M	0.31%	90
2017 Q4	$1.08M	Sell	6,843 -781	-10%	-$108K	0.45%	69
2017 Q3	$951K	Buy	+7,624	New	+$878K	0.41%	79

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

American Financial Network Advisory Services's CAT Position: Q2 2019 in Review

American Financial Network Advisory Services sold out of Caterpillar (CAT) in Q2 2019, closing a stake of 1,533 shares — an estimated $201K sold.

American Financial Network Advisory Services first reported a position in CAT in Q3 2017 and held it in 7 quarters. The position peaked at $1.08M in Q4 2017. 1,555 funds tracked by Wall St. Rank hold CAT as of Q2 2019.

American Financial Network Advisory Services reported no remaining Caterpillar position as of Q2 2019 after selling out during the quarter.
American Financial Network Advisory Services sold 1,533 Caterpillar shares in Q2 2019, an estimated $201K.
American Financial Network Advisory Services first reported a position in Caterpillar in Q3 2017 and held it in 7 quarters.
American Financial Network Advisory Services's Caterpillar position peaked at $1.08M in Q4 2017.
1,555 funds tracked by Wall St. Rank held Caterpillar as of Q2 2019.

Based on American Financial Network Advisory Services's 13F filing for Q2 2019, filed 9 Aug 2019.