Bellecapital’s Caterpillar CAT Stock Holding History

Bellecapital’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	-3,093	Closed	-$287K	–	72
2017 Q1	$287K	Buy	3,093 +165	+6%	+$15.6K	0.27%	57
2016 Q4	$272K	Buy	+2,928	New	+$265K	0.24%	61

Other funds holding CAT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bellecapital's CAT Position: Q2 2017 in Review

Bellecapital sold out of Caterpillar (CAT) in Q2 2017, closing a stake of 3,093 shares — an estimated $287K sold.

Bellecapital first reported a position in CAT in Q4 2016 and held it in 2 quarters. The position peaked at $287K in Q1 2017. 1,193 funds tracked by Wall St. Rank hold CAT as of Q2 2017.

Bellecapital reported no remaining Caterpillar position as of Q2 2017 after selling out during the quarter.
Bellecapital sold 3,093 Caterpillar shares in Q2 2017, an estimated $287K.
Bellecapital first reported a position in Caterpillar in Q4 2016 and held it in 2 quarters.
Bellecapital's Caterpillar position peaked at $287K in Q1 2017.
1,193 funds tracked by Wall St. Rank held Caterpillar as of Q2 2017.

Based on Bellecapital's 13F filing for Q2 2017, filed 26 Jul 2017.