Foresters Investment Management’s Caterpillar CAT Stock Holding History

Foresters Investment 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 Q1	–	Sell	-8,950	Closed	-$1.41M	–	419
2017 Q4	$1.41M	Buy	+8,950	New	+$1.24M	0.02%	337
2015 Q4	–	Sell	-118,385	Closed	-$7.74M	–	286
2015 Q3	$7.74M	Sell	118,385 -100	-0.1%	-$7.65K	0.16%	165
2015 Q2	$10.1M	Hold	118,485	–	–	0.19%	155
2015 Q1	$9.48M	Buy	118,485 +485	+0.4%	+$40.3K	0.18%	156
2014 Q4	$10.8M	Buy	118,000 +1,000	+0.9%	+$97.3K	0.22%	151
2014 Q3	$11.6M	Hold	117,000	–	–	0.25%	141
2014 Q2	$12.7M	Hold	117,000	–	–	0.26%	140
2014 Q1	$11.6M	Sell	117,000 -46,200	-28%	-$4.36M	0.25%	141
2013 Q4	$14.8M	Sell	163,200 -2,500	-2%	-$213K	0.32%	117
2013 Q3	$13.8M	Sell	165,700 -700	-0.4%	-$59.2K	0.34%	110
2013 Q2	$13.7M	Buy	+166,400	New	+$14.2M	0.41%	101

Other funds holding CAT

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Foresters Investment Management's CAT Position: Q1 2018 in Review

Foresters Investment Management sold out of Caterpillar (CAT) in Q1 2018, closing a stake of 8,950 shares — an estimated $1.41M sold.

Foresters Investment Management first reported a position in CAT in Q2 2013 and held it in 11 quarters. The position peaked at $14.8M in Q4 2013. 1,507 funds tracked by Wall St. Rank hold CAT as of Q1 2018.

Foresters Investment Management reported no remaining Caterpillar position as of Q1 2018 after selling out during the quarter.
Foresters Investment Management sold 8,950 Caterpillar shares in Q1 2018, an estimated $1.41M.
Foresters Investment Management first reported a position in Caterpillar in Q2 2013 and held it in 11 quarters.
Foresters Investment Management's Caterpillar position peaked at $14.8M in Q4 2013.
1,507 funds tracked by Wall St. Rank held Caterpillar as of Q1 2018.

Based on Foresters Investment Management's 13F filing for Q1 2018, filed 11 May 2018.