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Bellwether Investment Group’s Caterpillar CAT Stock Holding History

Bellwether Investment Group’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
-211
Closed -$20K – 153
2017
Q1 		$20K Sell
211
-5,015
-96% -$475K 0.05% 307
2016
Q4 		$485K Buy
+5,226
New +$474K 0.44% 59
2016
Q2 		$415K Buy
+5,471
New +$410K 0.46% 62

Other funds holding CAT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bellwether Investment Group's CAT Position: Q2 2017 in Review

Bellwether Investment Group sold out of Caterpillar (CAT) in Q2 2017, closing a stake of 211 shares — an estimated $20K sold.

Bellwether Investment Group first reported a position in CAT in Q2 2016 and held it in 3 quarters. The position peaked at $485K in Q4 2016. 1,193 funds tracked by Wall St. Rank hold CAT as of Q2 2017.

  • Bellwether Investment Group reported no remaining Caterpillar position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 211 Caterpillar shares in Q2 2017, an estimated $20K.
  • Bellwether Investment Group first reported a position in Caterpillar in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Caterpillar position peaked at $485K in Q4 2016.
  • 1,193 funds tracked by Wall St. Rank held Caterpillar as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.