Diversified Investment Strategies’s Caterpillar CAT Stock Holding History

Diversified Investment Strategies’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	–	Sell	-2,975	Closed	-$276K	–	46
2016 Q4	$276K	Hold	2,975	–	–	0.29%	39
2016 Q3	$264K	Hold	2,975	–	–	0.26%	44
2016 Q2	$226K	Hold	2,975	–	–	0.23%	49
2016 Q1	$228K	Hold	2,975	–	–	0.24%	47
2015 Q4	$202K	Buy	+2,975	New	+$208K	0.23%	50
2015 Q3	–	Sell	-2,550	Closed	-$216K	–	65
2015 Q2	$216K	Buy	+2,550	New	+$219K	0.22%	57
2013 Q4	–	Sell	-3,300	Closed	-$275K	–	69
2013 Q3	$275K	Hold	3,300	–	–	0.22%	64
2013 Q2	$272K	Buy	+3,300	New	+$281K	0.23%	65

Other funds holding CAT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 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

Diversified Investment Strategies's CAT Position: Q1 2017 in Review

Diversified Investment Strategies sold out of Caterpillar (CAT) in Q1 2017, closing a stake of 2,975 shares — an estimated $276K sold.

Diversified Investment Strategies first reported a position in CAT in Q2 2013 and held it in 8 quarters. The position peaked at $276K in Q4 2016. 1,143 funds tracked by Wall St. Rank hold CAT as of Q1 2017.

Diversified Investment Strategies reported no remaining Caterpillar position as of Q1 2017 after selling out during the quarter.
Diversified Investment Strategies sold 2,975 Caterpillar shares in Q1 2017, an estimated $276K.
Diversified Investment Strategies first reported a position in Caterpillar in Q2 2013 and held it in 8 quarters.
Diversified Investment Strategies's Caterpillar position peaked at $276K in Q4 2016.
1,143 funds tracked by Wall St. Rank held Caterpillar as of Q1 2017.

Based on Diversified Investment Strategies's 13F filing for Q1 2017, filed 11 May 2017.