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Bridgewater Wealth & Financial Management’s Caterpillar CAT Stock Holding History

Bridgewater Wealth & Financial 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
Q3 		– Sell
-2,278
Closed -$245K – 43
2017
Q2 		$245K Hold
2,278
– – 0.08% 104
2017
Q1 		$211K Buy
2,278
+72
+3% +$6.82K 0.08% 102
2016
Q4 		$205K Buy
+2,206
New +$200K 0.08% 106
2015
Q1 		– Sell
-4,960
Closed -$454K – 80
2014
Q4 		$454K Buy
+4,960
New +$483K 0.18% 67

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

Bridgewater Wealth & Financial Management's CAT Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of Caterpillar (CAT) in Q3 2017, closing a stake of 2,278 shares — an estimated $245K sold.

Bridgewater Wealth & Financial Management first reported a position in CAT in Q4 2014 and held it in 4 quarters. The position peaked at $454K in Q4 2014. 1,271 funds tracked by Wall St. Rank hold CAT as of Q3 2017.

  • Bridgewater Wealth & Financial Management reported no remaining Caterpillar position as of Q3 2017 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 2,278 Caterpillar shares in Q3 2017, an estimated $245K.
  • Bridgewater Wealth & Financial Management first reported a position in Caterpillar in Q4 2014 and held it in 4 quarters.
  • Bridgewater Wealth & Financial Management's Caterpillar position peaked at $454K in Q4 2014.
  • 1,271 funds tracked by Wall St. Rank held Caterpillar as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.