CRCM
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Crystal Rock Capital Management’s Caterpillar CAT Stock Holding History

Crystal Rock Capital 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
2016
Q2 		– Sell
-23,900
Closed -$1.83M – 31
2016
Q1 		$1.83M Buy
+23,900
New +$1.6M 1.19% 26

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Capital Research Global Investors
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Crystal Rock Capital Management's CAT Position: Q2 2016 in Review

Crystal Rock Capital Management sold out of Caterpillar (CAT) in Q2 2016, closing a stake of 23,900 shares — an estimated $1.83M sold.

Crystal Rock Capital Management first reported a position in CAT in Q1 2016 and held it in 1 quarter. The position peaked at $1.83M in Q1 2016. 1,057 funds tracked by Wall St. Rank hold CAT as of Q2 2016.

  • Crystal Rock Capital Management reported no remaining Caterpillar position as of Q2 2016 after selling out during the quarter.
  • Crystal Rock Capital Management sold 23,900 Caterpillar shares in Q2 2016, an estimated $1.83M.
  • Crystal Rock Capital Management first reported a position in Caterpillar in Q1 2016 and held it in 1 quarter.
  • Crystal Rock Capital Management's Caterpillar position peaked at $1.83M in Q1 2016.
  • 1,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2016.

Based on Crystal Rock Capital Management's 13F filing for Q2 2016, filed 12 Aug 2016.