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Benchmark Capital Advisors’s Caterpillar CAT Stock Holding History

Benchmark Capital 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
Q4 		– Sell
-1,800
Closed -$274K – 121
2018
Q3 		$274K Hold
1,800
– – 0.21% 100
2018
Q2 		$244K Buy
+1,800
New +$269K 0.18% 106

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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Benchmark Capital Advisors's CAT Position: Q4 2018 in Review

Benchmark Capital Advisors sold out of Caterpillar (CAT) in Q4 2018, closing a stake of 1,800 shares — an estimated $274K sold.

Benchmark Capital Advisors first reported a position in CAT in Q2 2018 and held it in 2 quarters. The position peaked at $274K in Q3 2018. 1,560 funds tracked by Wall St. Rank hold CAT as of Q4 2018.

  • Benchmark Capital Advisors reported no remaining Caterpillar position as of Q4 2018 after selling out during the quarter.
  • Benchmark Capital Advisors sold 1,800 Caterpillar shares in Q4 2018, an estimated $274K.
  • Benchmark Capital Advisors first reported a position in Caterpillar in Q2 2018 and held it in 2 quarters.
  • Benchmark Capital Advisors's Caterpillar position peaked at $274K in Q3 2018.
  • 1,560 funds tracked by Wall St. Rank held Caterpillar as of Q4 2018.

Based on Benchmark Capital Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.