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Caldwell & Orkin’s Caterpillar CAT Stock Holding History

Caldwell & Orkin’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 		$2.6M Buy
20,840
+13,340
+178% +$1.54M 2.64% 13
2017
Q2 		$806K Buy
+7,500
New +$762K 1% 34

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

Caldwell & Orkin's CAT Position: Q3 2017 in Review

Caldwell & Orkin increased its Caterpillar (CAT) stake by 178% in Q3 2017, buying an estimated $1.54M and bringing the position to 20,840 shares worth $2.6M. The position accounts for 2.64% of the portfolio, ranked #13.

Caldwell & Orkin first reported a position in CAT in Q2 2017 and has held it in 2 quarters since. 1,271 funds tracked by Wall St. Rank hold CAT as of Q3 2017.

  • Caldwell & Orkin held 20,840 shares of Caterpillar worth $2.6M as of Q3 2017.
  • Caldwell & Orkin bought 13,340 Caterpillar shares in Q3 2017, an estimated $1.54M.
  • Caterpillar made up 2.64% of Caldwell & Orkin's portfolio in Q3 2017, its #13 holding.
  • Caldwell & Orkin first reported a position in Caterpillar in Q2 2017 and has held it in 2 quarters since.
  • 1,271 funds tracked by Wall St. Rank held Caterpillar as of Q3 2017.

Based on Caldwell & Orkin's 13F filing for Q3 2017, filed 7 Nov 2017.