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Bridges Investment Counsel’s Caterpillar CAT Stock Holding History

Bridges Investment Counsel’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 		$388K Sell
2,460
-1,426
-37% -$198K 0.21% 99
2017
Q3 		$485K Sell
3,886
-1,446
-27% -$167K 0.27% 82
2017
Q2 		$573K Buy
5,332
+516
+11% +$52.4K 0.13% 108
2017
Q1 		$446K Sell
4,816
-1,193
-20% -$113K 0.13% 98
2016
Q4 		$557K Buy
6,009
+396
+7% +$35.9K 0.14% 110
2016
Q3 		$498K Hold
5,613
– – 0.1% 112
2016
Q2 		$426K Sell
5,613
-297
-5% -$22.3K 0.09% 120
2016
Q1 		$452K Buy
5,910
+2,163
+58% +$145K 0.1% 119
2015
Q4 		$317K Hold
3,747
– – 0.06% 116
2015
Q3 		$317K Sell
3,747
-3,371
-47% -$258K 0.06% 116
2015
Q2 		$604K Sell
7,118
-19,332
-73% -$1.66M 0.14% 111
2015
Q1 		$2.12M Sell
26,450
-8,369
-24% -$695K 0.48% 61
2014
Q4 		$3.19M Sell
34,819
-685
-2% -$66.7K 0.73% 43
2014
Q3 		$3.52M Sell
35,504
-2,040
-5% -$216K 0.81% 43
2014
Q2 		$4.08M Sell
37,544
-2,200
-6% -$231K 0.94% 37
2014
Q1 		$3.95M Sell
39,744
-2,367
-6% -$223K 0.92% 39
2013
Q4 		$3.82M Sell
42,111
-2,556
-6% -$218K 0.88% 38
2013
Q3 		$3.73M Sell
44,667
-1,326
-3% -$112K 0.93% 37
2013
Q2 		$3.79M Buy
+45,993
New +$3.91M 0.98% 33

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

Bridges Investment Counsel's CAT Position: Q4 2017 in Review

Bridges Investment Counsel reduced its Caterpillar (CAT) stake by 37% in Q4 2017, selling an estimated $198K and leaving 2,460 shares worth $388K. The position accounts for 0.21% of the portfolio, ranked #99.

Bridges Investment Counsel first reported a position in CAT in Q2 2013 and has held it in 19 quarters since. The position peaked at $4.08M in Q2 2014. 1,482 funds tracked by Wall St. Rank hold CAT as of Q4 2017.

  • Bridges Investment Counsel held 2,460 shares of Caterpillar worth $388K as of Q4 2017.
  • Bridges Investment Counsel sold 1,426 Caterpillar shares in Q4 2017, an estimated $198K.
  • Caterpillar made up 0.21% of Bridges Investment Counsel's portfolio in Q4 2017, its #99 holding.
  • Bridges Investment Counsel first reported a position in Caterpillar in Q2 2013 and has held it in 19 quarters since.
  • Bridges Investment Counsel's Caterpillar position peaked at $4.08M in Q2 2014.
  • 1,482 funds tracked by Wall St. Rank held Caterpillar as of Q4 2017.

Based on Bridges Investment Counsel's 13F filing for Q4 2017, filed 9 Feb 2018.