FP
CAT icon

FDO Partners’s Caterpillar CAT Stock Holding History

FDO 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
2017
Q2 		– Sell
-22,258
Closed -$2.06M – 240
2017
Q1 		$2.06M Buy
22,258
+12,453
+127% +$1.18M 0.51% 79
2016
Q4 		$909K Buy
+9,805
New +$889K 0.37% 111
2016
Q3 		– Sell
-26,660
Closed -$2.02M – 198
2016
Q2 		$2.02M Buy
26,660
+20,555
+337% +$1.54M 1.1% 17
2016
Q1 		$467K Buy
+6,105
New +$409K 0.3% 131

Other funds holding CAT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FDO Partners's CAT Position: Q2 2017 in Review

FDO Partners sold out of Caterpillar (CAT) in Q2 2017, closing a stake of 22,258 shares — an estimated $2.06M sold.

FDO Partners first reported a position in CAT in Q1 2016 and held it in 4 quarters. The position peaked at $2.06M in Q1 2017. 1,193 funds tracked by Wall St. Rank hold CAT as of Q2 2017.

  • FDO Partners reported no remaining Caterpillar position as of Q2 2017 after selling out during the quarter.
  • FDO Partners sold 22,258 Caterpillar shares in Q2 2017, an estimated $2.06M.
  • FDO Partners first reported a position in Caterpillar in Q1 2016 and held it in 4 quarters.
  • FDO Partners's Caterpillar position peaked at $2.06M in Q1 2017.
  • 1,193 funds tracked by Wall St. Rank held Caterpillar as of Q2 2017.

Based on FDO Partners's 13F filing for Q2 2017, filed 14 Aug 2017.