Biegel & Waller’s Caterpillar CAT Stock Holding History

Biegel & Waller’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	-2,349	Closed	-$358K	–	75
2018 Q3	$358K	Hold	2,349	–	–	0.21%	44
2018 Q2	$319K	Buy	+2,349	New	+$351K	0.2%	46

Other funds holding CAT

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Biegel & Waller's CAT Position: Q4 2018 in Review

Biegel & Waller sold out of Caterpillar (CAT) in Q4 2018, closing a stake of 2,349 shares — an estimated $358K sold.

Biegel & Waller first reported a position in CAT in Q2 2018 and held it in 2 quarters. The position peaked at $358K in Q3 2018. 1,560 funds tracked by Wall St. Rank hold CAT as of Q4 2018.

Biegel & Waller reported no remaining Caterpillar position as of Q4 2018 after selling out during the quarter.
Biegel & Waller sold 2,349 Caterpillar shares in Q4 2018, an estimated $358K.
Biegel & Waller first reported a position in Caterpillar in Q2 2018 and held it in 2 quarters.
Biegel & Waller's Caterpillar position peaked at $358K in Q3 2018.
1,560 funds tracked by Wall St. Rank held Caterpillar as of Q4 2018.

Based on Biegel & Waller's 13F filing for Q4 2018, filed 31 Jan 2019.