Global X Management Company’s Caterpillar CAT Stock Holding History

Global X Management Company’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 Q2	$986K	Buy	7,270 +1,233	+20%	+$184K	0.02%	479
2018 Q1	$890K	Buy	6,037 +209	+4%	+$33K	0.02%	449
2017 Q4	$918K	Buy	5,828 +811	+16%	+$112K	0.02%	386
2017 Q3	$626K	Buy	5,017 +53	+1%	+$6.1K	0.02%	485
2017 Q2	$533K	Sell	4,964 -237	-5%	-$24.1K	0.02%	498
2017 Q1	$482K	Buy	5,201 +1,121	+27%	+$106K	0.02%	487
2016 Q4	$378K	Buy	4,080 +1,487	+57%	+$135K	0.02%	458
2016 Q3	$230K	Buy	2,593 +2,062	+388%	+$169K	0.01%	549
2016 Q2	$40K	Buy	531 +363	+216%	+$27.2K	﹤0.01%	760
2016 Q1	$13K	Buy	168 +152	+950%	+$10.2K	﹤0.01%	842
2015 Q4	$1K	Hold	16	–	–	﹤0.01%	838
2015 Q3	$1K	Hold	16	–	–	﹤0.01%	938
2015 Q2	$1K	Buy	+16	New	+$1.38K	﹤0.01%	910
2013 Q3	–	Sell	-344	Closed	-$28K	–	391
2013 Q2	$28K	Buy	+344	New	+$29.3K	﹤0.01%	354

Other funds holding CAT

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Global X Management Company's CAT Position: Q2 2018 in Review

Global X Management Company increased its Caterpillar (CAT) stake by 20% in Q2 2018, buying an estimated $184K and bringing the position to 7,270 shares worth $986K. The position accounts for 0.02% of the portfolio, ranked #479.

Global X Management Company first reported a position in CAT in Q2 2013 and has held it in 14 quarters since. 1,513 funds tracked by Wall St. Rank hold CAT as of Q2 2018.

Global X Management Company held 7,270 shares of Caterpillar worth $986K as of Q2 2018.
Global X Management Company bought 1,233 Caterpillar shares in Q2 2018, an estimated $184K.
Caterpillar made up 0.02% of Global X Management Company's portfolio in Q2 2018, its #479 holding.
Global X Management Company first reported a position in Caterpillar in Q2 2013 and has held it in 14 quarters since.
1,513 funds tracked by Wall St. Rank held Caterpillar as of Q2 2018.

Based on Global X Management Company's 13F filing for Q2 2018, filed 16 Aug 2018.