CWM
CAT icon

Catamount Wealth Management’s Caterpillar CAT Stock Holding History

Catamount Wealth 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
2019
Q1 		$181K Hold
1,333
– – 0.1% 51
2018
Q4 		$178K Hold
1,333
– – 0.12% 41
2018
Q3 		$203K Hold
1,333
– – 0.1% 46
2018
Q2 		$181K Hold
1,333
– – 0.09% 43
2018
Q1 		$196K Hold
1,333
– – 0.1% 40
2017
Q4 		$210K Hold
1,333
– – 0.12% 40
2017
Q3 		$166K Buy
+1,333
New +$154K 0.1% 40

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Catamount Wealth Management's CAT Position: Q1 2019 in Review

Catamount Wealth Management held its Caterpillar (CAT) position steady in Q1 2019 at 1,333 shares worth $181K. The position accounts for 0.1% of the portfolio, ranked #51.

Catamount Wealth Management first reported a position in CAT in Q3 2017 and has held it in 7 quarters since. The position peaked at $210K in Q4 2017. 1,594 funds tracked by Wall St. Rank hold CAT as of Q1 2019.

  • Catamount Wealth Management held 1,333 shares of Caterpillar worth $181K as of Q1 2019.
  • Catamount Wealth Management left its Caterpillar share count unchanged in Q1 2019.
  • Caterpillar made up 0.1% of Catamount Wealth Management's portfolio in Q1 2019, its #51 holding.
  • Catamount Wealth Management first reported a position in Caterpillar in Q3 2017 and has held it in 7 quarters since.
  • Catamount Wealth Management's Caterpillar position peaked at $210K in Q4 2017.
  • 1,594 funds tracked by Wall St. Rank held Caterpillar as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.