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Bontempo Ohly Capital Management’s Caterpillar CAT Stock Holding History

Bontempo Ohly Capital Management’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
Q4 		– Sell
-24,758
Closed -$3.09M – 31
2017
Q3 		$3.09M Sell
24,758
-245
-1% -$28.2K 2.39% 9
2017
Q2 		$2.69M Sell
25,003
-583
-2% -$59.2K 2.17% 10
2017
Q1 		$2.37M Sell
25,586
-5,400
-17% -$511K 1.9% 10
2016
Q4 		$2.87M Sell
30,986
-157
-0.5% -$14.2K 2.35% 9
2016
Q3 		$2.77M Buy
31,143
+574
+2% +$47K 2.31% 9
2016
Q2 		$2.32M Sell
30,569
-530
-2% -$39.7K 2% 11
2016
Q1 		$2.38M Buy
31,099
+6,970
+29% +$467K 2.09% 9
2015
Q4 		$1.63M Buy
24,129
+380
+2% +$26.6K 1.55% 23
2015
Q3 		$1.55M Buy
23,749
+434
+2% +$33.2K 1.57% 23
2015
Q2 		$1.98M Buy
23,315
+50
+0.2% +$4.3K 1.92% 10
2015
Q1 		$1.86M Buy
+23,265
New +$1.93M 1.77% 12

Other funds holding CAT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bontempo Ohly Capital Management's CAT Position: Q4 2017 in Review

Bontempo Ohly Capital Management sold out of Caterpillar (CAT) in Q4 2017, closing a stake of 24,758 shares — an estimated $3.09M sold.

Bontempo Ohly Capital Management first reported a position in CAT in Q1 2015 and held it in 11 quarters. The position peaked at $3.09M in Q3 2017. 1,482 funds tracked by Wall St. Rank hold CAT as of Q4 2017.

  • Bontempo Ohly Capital Management reported no remaining Caterpillar position as of Q4 2017 after selling out during the quarter.
  • Bontempo Ohly Capital Management sold 24,758 Caterpillar shares in Q4 2017, an estimated $3.09M.
  • Bontempo Ohly Capital Management first reported a position in Caterpillar in Q1 2015 and held it in 11 quarters.
  • Bontempo Ohly Capital Management's Caterpillar position peaked at $3.09M in Q3 2017.
  • 1,482 funds tracked by Wall St. Rank held Caterpillar as of Q4 2017.

Based on Bontempo Ohly Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.