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Bell & Brown Wealth Advisors’s Caterpillar CAT Stock Holding History

Bell & Brown Wealth Advisors’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
2018
Q1 		– Sell
-6,932
Closed -$1.09M – 86
2017
Q4 		$1.09M Buy
+6,932
New +$961K 1.13% 39

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bell & Brown Wealth Advisors's CAT Position: Q1 2018 in Review

Bell & Brown Wealth Advisors sold out of Caterpillar (CAT) in Q1 2018, closing a stake of 6,932 shares — an estimated $1.09M sold.

Bell & Brown Wealth Advisors first reported a position in CAT in Q4 2017 and held it in 1 quarter. The position peaked at $1.09M in Q4 2017. 1,506 funds tracked by Wall St. Rank hold CAT as of Q1 2018.

  • Bell & Brown Wealth Advisors reported no remaining Caterpillar position as of Q1 2018 after selling out during the quarter.
  • Bell & Brown Wealth Advisors sold 6,932 Caterpillar shares in Q1 2018, an estimated $1.09M.
  • Bell & Brown Wealth Advisors first reported a position in Caterpillar in Q4 2017 and held it in 1 quarter.
  • Bell & Brown Wealth Advisors's Caterpillar position peaked at $1.09M in Q4 2017.
  • 1,506 funds tracked by Wall St. Rank held Caterpillar as of Q1 2018.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2018, filed 2 May 2018.