CG
CAT icon

Clinton Group’s Caterpillar CAT Stock Holding History

Clinton Group’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
Q3 		– Sell
-74,370
Closed -$10.1M – 217
2018
Q2 		$10.1M Buy
+74,370
New +$11.1M 1.58% 3
2018
Q1 		– Sell
-11,446
Closed -$1.8M – 372
2017
Q4 		$1.8M Sell
11,446
-37,531
-77% -$5.21M 0.16% 192
2017
Q3 		$6.11M Buy
48,977
+29,085
+146% +$3.35M 0.67% 42
2017
Q2 		$2.14M Sell
19,892
-53,419
-73% -$5.43M 0.22% 147
2017
Q1 		$6.8M Buy
73,311
+62,648
+588% +$5.93M 0.4% 54
2016
Q4 		$989K Sell
10,663
-14,112
-57% -$1.28M 0.06% 360
2016
Q3 		$2.2M Buy
24,775
+12,133
+96% +$993K 0.1% 270
2016
Q2 		$958K Buy
12,642
+2,706
+27% +$203K 0.04% 498
2016
Q1 		$761K Buy
+9,936
New +$666K 0.05% 490
2015
Q4 		– Sell
-8,338
Closed -$545K – 761
2015
Q3 		$545K Buy
+8,338
New +$638K 0.05% 424
2014
Q2 		– Sell
-3,725
Closed -$370K – 327
2014
Q1 		$370K Buy
+3,725
New +$351K 0.14% 229
2013
Q4 		– Sell
-11,836
Closed -$987K – 307
2013
Q3 		$987K Buy
+11,836
New +$1M 0.3% 63

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clinton Group's CAT Position: Q3 2018 in Review

Clinton Group sold out of Caterpillar (CAT) in Q3 2018, closing a stake of 74,370 shares — an estimated $10.1M sold.

Clinton Group first reported a position in CAT in Q3 2013 and held it in 12 quarters. The position peaked at $10.1M in Q2 2018. 1,531 funds tracked by Wall St. Rank hold CAT as of Q3 2018.

  • Clinton Group reported no remaining Caterpillar position as of Q3 2018 after selling out during the quarter.
  • Clinton Group sold 74,370 Caterpillar shares in Q3 2018, an estimated $10.1M.
  • Clinton Group first reported a position in Caterpillar in Q3 2013 and held it in 12 quarters.
  • Clinton Group's Caterpillar position peaked at $10.1M in Q2 2018.
  • 1,531 funds tracked by Wall St. Rank held Caterpillar as of Q3 2018.

Based on Clinton Group's 13F filing for Q3 2018, filed 10 Oct 2018.