EA
CAT icon

Edge Advisors’s Caterpillar CAT Stock Holding History

Edge 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 		$48K Hold
360
– – ﹤0.01% 519
2018
Q1 		$53K Sell
360
-125
-26% -$19.7K 0.01% 516
2017
Q4 		$76K Hold
485
– – 0.01% 442
2017
Q3 		$60K Sell
485
-524
-52% -$60.3K 0.01% 465
2017
Q2 		$108K Buy
1,009
+4
+0.4% +$406 0.01% 384
2017
Q1 		$93K Sell
1,005
-495
-33% -$46.9K 0.01% 415
2016
Q4 		$139K Buy
+1,500
New +$136K 0.02% 343

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 $5.72T 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

Edge Advisors's CAT Position: Q2 2018 in Review

Edge Advisors held its Caterpillar (CAT) position steady in Q2 2018 at 360 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Edge Advisors first reported a position in CAT in Q4 2016 and has held it in 7 quarters since. The position peaked at $139K in Q4 2016. 1,513 funds tracked by Wall St. Rank hold CAT as of Q2 2018.

  • Edge Advisors held 360 shares of Caterpillar worth $48K as of Q2 2018.
  • Edge Advisors left its Caterpillar share count unchanged in Q2 2018.
  • Caterpillar made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #519 holding.
  • Edge Advisors first reported a position in Caterpillar in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Caterpillar position peaked at $139K in Q4 2016.
  • 1,513 funds tracked by Wall St. Rank held Caterpillar as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.