Bach Option’s Caterpillar CAT Stock Holding History

Bach Option’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	–	Sell	-12,000	Closed	-$1.11M	–	74
2017 Q1	$1.11M	Hold	12,000	–	–	0.84%	28
2016 Q4	$1.11M	Buy	+12,000	New	+$1.09M	0.5%	56

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Bach Option's CAT Position: Q4 2019 in Review

Bach Option sold out of Caterpillar (CAT) in Q4 2019, closing a stake of 1,707 shares — an estimated $216K sold.

Bach Option first reported a position in CAT in Q3 2019 and held it in 1 quarter. The position peaked at $216K in Q3 2019. 1,660 funds tracked by Wall St. Rank hold CAT as of Q4 2019.

Bach Option reported no remaining Caterpillar position as of Q4 2019 after selling out during the quarter.
Bach Option sold 1,707 Caterpillar shares in Q4 2019, an estimated $216K.
Bach Option first reported a position in Caterpillar in Q3 2019 and held it in 1 quarter.
Bach Option's Caterpillar position peaked at $216K in Q3 2019.
1,660 funds tracked by Wall St. Rank held Caterpillar as of Q4 2019.

Based on Bach Option's 13F filing for Q4 2019, filed 29 Jan 2020.