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Armbruster Capital Management’s Caterpillar CAT Stock Holding History

Armbruster Capital 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
2017
Q1 		– Sell
-100
Closed -$9K – 273
2016
Q4 		$9K Hold
100
– – 0.01% 217
2016
Q3 		$9K Hold
100
– – 0.01% 214
2016
Q2 		$8K Sell
100
-50
-33% -$3.75K 0.01% 217
2016
Q1 		$11K Hold
150
– – 0.01% 231
2015
Q4 		$10K Buy
+150
New +$10.5K 0.01% 232

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Armbruster Capital Management's CAT Position: Q1 2017 in Review

Armbruster Capital Management sold out of Caterpillar (CAT) in Q1 2017, closing a stake of 100 shares — an estimated $9K sold.

Armbruster Capital Management first reported a position in CAT in Q4 2015 and held it in 5 quarters. The position peaked at $11K in Q1 2016. 1,143 funds tracked by Wall St. Rank hold CAT as of Q1 2017.

  • Armbruster Capital Management reported no remaining Caterpillar position as of Q1 2017 after selling out during the quarter.
  • Armbruster Capital Management sold 100 Caterpillar shares in Q1 2017, an estimated $9K.
  • Armbruster Capital Management first reported a position in Caterpillar in Q4 2015 and held it in 5 quarters.
  • Armbruster Capital Management's Caterpillar position peaked at $11K in Q1 2016.
  • 1,143 funds tracked by Wall St. Rank held Caterpillar as of Q1 2017.

Based on Armbruster Capital Management's 13F filing for Q1 2017, filed 8 May 2017.