CT Financial Advisors’s Caterpillar CAT Stock Holding History

CT 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
2017 Q1	$217K	Buy	2,340 +1	+0%	+$95	0.13%	148
2016 Q4	$217K	Buy	2,339 +1	+0%	+$91	0.14%	143
2016 Q3	$208K	Sell	2,338 -100	-4%	-$8.18K	0.13%	144
2016 Q2	$185K	Sell	2,438 -509	-17%	-$38.1K	0.11%	151
2016 Q1	$226K	Buy	2,947 +301	+11%	+$20.2K	0.13%	143
2015 Q4	$180K	Buy	2,646 +1	+0%	+$70	0.1%	159
2015 Q3	$173K	Buy	2,645 +265	+11%	+$20.3K	0.11%	157
2015 Q2	$202K	Hold	2,380	–	–	0.11%	149
2015 Q1	$190K	Hold	2,380	–	–	0.11%	160
2014 Q4	$218K	Buy	+2,380	New	+$232K	0.16%	107
2014 Q1	$190K	Buy	+2,380	New	+$224K	0.11%	160

Other funds holding CAT

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CT Financial Advisors's CAT Position: Q1 2017 in Review

CT Financial Advisors increased its Caterpillar (CAT) stake by 0.04% in Q1 2017, buying an estimated $95 and bringing the position to 2,340 shares worth $217K. The position accounts for 0.13% of the portfolio, ranked #148.

CT Financial Advisors first reported a position in CAT in Q1 2014 and has held it in 11 quarters since. The position peaked at $226K in Q1 2016. 1,143 funds tracked by Wall St. Rank hold CAT as of Q1 2017.

CT Financial Advisors held 2,340 shares of Caterpillar worth $217K as of Q1 2017.
CT Financial Advisors bought 1 Caterpillar share in Q1 2017, an estimated $95.
Caterpillar made up 0.13% of CT Financial Advisors's portfolio in Q1 2017, its #148 holding.
CT Financial Advisors first reported a position in Caterpillar in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's Caterpillar position peaked at $226K in Q1 2016.
1,143 funds tracked by Wall St. Rank held Caterpillar as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.