FAM
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Fenimore Asset Management’s Caterpillar CAT Stock Holding History

Fenimore Asset 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
2018
Q4 		– Sell
-1,695
Closed -$258K – 121
2018
Q3 		$258K Hold
1,695
– – 0.01% 112
2018
Q2 		$230K Hold
1,695
– – 0.01% 115
2018
Q1 		$250K Hold
1,695
– – 0.01% 106
2017
Q4 		$267K Hold
1,695
– – 0.01% 107
2017
Q3 		$211K Buy
+1,695
New +$195K 0.01% 111

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fenimore Asset Management's CAT Position: Q4 2018 in Review

Fenimore Asset Management sold out of Caterpillar (CAT) in Q4 2018, closing a stake of 1,695 shares — an estimated $258K sold.

Fenimore Asset Management first reported a position in CAT in Q3 2017 and held it in 5 quarters. The position peaked at $267K in Q4 2017. 1,560 funds tracked by Wall St. Rank hold CAT as of Q4 2018.

  • Fenimore Asset Management reported no remaining Caterpillar position as of Q4 2018 after selling out during the quarter.
  • Fenimore Asset Management sold 1,695 Caterpillar shares in Q4 2018, an estimated $258K.
  • Fenimore Asset Management first reported a position in Caterpillar in Q3 2017 and held it in 5 quarters.
  • Fenimore Asset Management's Caterpillar position peaked at $267K in Q4 2017.
  • 1,560 funds tracked by Wall St. Rank held Caterpillar as of Q4 2018.

Based on Fenimore Asset Management's 13F filing for Q4 2018, filed 11 Jan 2019.