Crow Point Partners’s Caterpillar CAT Stock Holding History

Crow Point Partners’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	-327	Closed	-$48K	–	144
2018 Q1	$48K	Buy	+327	New	+$51.6K	0.01%	203

Other funds holding CAT

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Crow Point Partners's CAT Position: Q2 2018 in Review

Crow Point Partners sold out of Caterpillar (CAT) in Q2 2018, closing a stake of 327 shares — an estimated $48K sold.

Crow Point Partners first reported a position in CAT in Q1 2018 and held it in 1 quarter. The position peaked at $48K in Q1 2018. 1,513 funds tracked by Wall St. Rank hold CAT as of Q2 2018.

Crow Point Partners reported no remaining Caterpillar position as of Q2 2018 after selling out during the quarter.
Crow Point Partners sold 327 Caterpillar shares in Q2 2018, an estimated $48K.
Crow Point Partners first reported a position in Caterpillar in Q1 2018 and held it in 1 quarter.
Crow Point Partners's Caterpillar position peaked at $48K in Q1 2018.
1,513 funds tracked by Wall St. Rank held Caterpillar as of Q2 2018.

Based on Crow Point Partners's 13F filing for Q2 2018, filed 14 Aug 2018.