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Fusion Family Wealth’s Caterpillar CAT Stock Holding History

Fusion Family Wealth’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
-107
Closed -$17K – 282
2017
Q4 		$17K Hold
107
– – ﹤0.01% 187
2017
Q3 		$13K Hold
107
– – ﹤0.01% 139
2017
Q2 		$11K Hold
107
– – ﹤0.01% 198
2017
Q1 		$10K Hold
107
– – ﹤0.01% 203
2016
Q4 		$10K Buy
+107
New +$9.7K 0.01% 244

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fusion Family Wealth's CAT Position: Q1 2018 in Review

Fusion Family Wealth sold out of Caterpillar (CAT) in Q1 2018, closing a stake of 107 shares — an estimated $17K sold.

Fusion Family Wealth first reported a position in CAT in Q4 2016 and held it in 5 quarters. The position peaked at $17K in Q4 2017. 1,507 funds tracked by Wall St. Rank hold CAT as of Q1 2018.

  • Fusion Family Wealth reported no remaining Caterpillar position as of Q1 2018 after selling out during the quarter.
  • Fusion Family Wealth sold 107 Caterpillar shares in Q1 2018, an estimated $17K.
  • Fusion Family Wealth first reported a position in Caterpillar in Q4 2016 and held it in 5 quarters.
  • Fusion Family Wealth's Caterpillar position peaked at $17K in Q4 2017.
  • 1,507 funds tracked by Wall St. Rank held Caterpillar as of Q1 2018.

Based on Fusion Family Wealth's 13F filing for Q1 2018, filed 2 May 2018.