Clarfeld Financial Advisors’s Caterpillar CAT Stock Holding History

Clarfeld Financial Advisors’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
2018 Q4	$26K	Buy	+207	New	+$26.9K	0.02%	135

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clarfeld Financial Advisors's CAT Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Caterpillar (CAT) in Q4 2018: 207 shares worth $26K. The stake represents 0.02% of the portfolio and ranks #135 among its holdings.

1,560 funds tracked by Wall St. Rank hold CAT as of Q4 2018.

Clarfeld Financial Advisors held 207 shares of Caterpillar worth $26K as of Q4 2018.
Caterpillar was a new Clarfeld Financial Advisors position in Q4 2018.
Caterpillar made up 0.02% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #135 holding.
1,560 funds tracked by Wall St. Rank held Caterpillar as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.