FinTrust Investment Advisory Services’s Caterpillar CAT Stock Holding History

FinTrust Investment Advisory Services’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 Q1	$726K	Buy	4,928 +100	+2%	+$15.8K	0.66%	29
2017 Q4	$761K	Sell	4,828 -35	-0.7%	-$4.86K	0.67%	29
2017 Q3	$606K	Buy	+4,863	New	+$560K	0.58%	34
2013 Q3	$345K	Sell	4,139 -413	-9%	-$34.9K	0.71%	33
2013 Q2	$375K	Buy	+4,552	New	+$387K	0.64%	40

Other funds holding CAT

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

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

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

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

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

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FinTrust Investment Advisory Services's CAT Position: Q1 2018 in Review

FinTrust Investment Advisory Services increased its Caterpillar (CAT) stake by 2.1% in Q1 2018, buying an estimated $15.8K and bringing the position to 4,928 shares worth $726K. The position accounts for 0.66% of the portfolio, ranked #29.

FinTrust Investment Advisory Services first reported a position in CAT in Q2 2013 and has held it in 5 quarters since. The position peaked at $761K in Q4 2017. 1,507 funds tracked by Wall St. Rank hold CAT as of Q1 2018.

FinTrust Investment Advisory Services held 4,928 shares of Caterpillar worth $726K as of Q1 2018.
FinTrust Investment Advisory Services bought 100 Caterpillar shares in Q1 2018, an estimated $15.8K.
Caterpillar made up 0.66% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #29 holding.
FinTrust Investment Advisory Services first reported a position in Caterpillar in Q2 2013 and has held it in 5 quarters since.
FinTrust Investment Advisory Services's Caterpillar position peaked at $761K in Q4 2017.
1,507 funds tracked by Wall St. Rank held Caterpillar as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.