CPA
CAT icon

Cowen Prime Advisors’s Caterpillar CAT Stock Holding History

Cowen Prime 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
Q2 		– Sell
-500
Closed -$74K – 212
2018
Q1 		$74K Hold
500
– – 0.04% 128
2017
Q4 		$79K Hold
500
– – 0.04% 126
2017
Q3 		$62K Hold
500
– – 0.03% 124
2017
Q2 		$54K Hold
500
– – 0.02% 132
2017
Q1 		$46K Sell
500
-100
-17% -$9.47K 0.02% 137
2016
Q4 		$56K Hold
600
– – 0.03% 128
2016
Q3 		$53K Hold
600
– – 0.02% 162
2016
Q2 		$45K Sell
600
-200
-25% -$15K 0.02% 149
2016
Q1 		$61K Hold
800
– – 0.03% 140
2015
Q4 		$54K Hold
800
– – 0.02% 143
2015
Q3 		$52K Sell
800
-600
-43% -$45.9K 0.02% 153
2015
Q2 		$119K Hold
1,400
– – 0.05% 125
2015
Q1 		$112K Hold
1,400
– – 0.05% 144
2014
Q4 		$128K Hold
1,400
– – 0.05% 140
2014
Q3 		$139K Hold
1,400
– – 0.06% 132
2014
Q2 		$152K Hold
1,400
– – 0.06% 115
2014
Q1 		$139K Hold
1,400
– – 0.05% 122
2013
Q4 		$127K Hold
1,400
– – 0.05% 128
2013
Q3 		$117K Hold
1,400
– – 0.05% 147
2013
Q2 		$116K Buy
+1,400
New +$119K 0.05% 138

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 $5.7T 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return