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BB&T Investment Services’s Caterpillar CAT Stock Holding History

BB&T Investment 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
2017
Q4 		$228K Sell
1,451
-867
-37% -$120K 0.04% 268
2017
Q3 		$287K Buy
2,318
+256
+12% +$29.5K 0.06% 236
2017
Q2 		$222K Buy
2,062
+626
+44% +$63.6K 0.06% 240
2017
Q1 		$131K Buy
1,436
+600
+72% +$56.8K 0.05% 230
2016
Q4 		$76K Buy
+836
New +$75.8K 0.06% 232

Other funds holding CAT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BB&T Investment Services's CAT Position: Q4 2017 in Review

BB&T Investment Services reduced its Caterpillar (CAT) stake by 37% in Q4 2017, selling an estimated $120K and leaving 1,451 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #268.

BB&T Investment Services first reported a position in CAT in Q4 2016 and has held it in 5 quarters since. The position peaked at $287K in Q3 2017. 1,482 funds tracked by Wall St. Rank hold CAT as of Q4 2017.

  • BB&T Investment Services held 1,451 shares of Caterpillar worth $228K as of Q4 2017.
  • BB&T Investment Services sold 867 Caterpillar shares in Q4 2017, an estimated $120K.
  • Caterpillar made up 0.04% of BB&T Investment Services's portfolio in Q4 2017, its #268 holding.
  • BB&T Investment Services first reported a position in Caterpillar in Q4 2016 and has held it in 5 quarters since.
  • BB&T Investment Services's Caterpillar position peaked at $287K in Q3 2017.
  • 1,482 funds tracked by Wall St. Rank held Caterpillar as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.