Gupta Wealth Management’s Caterpillar CAT Stock Holding History

Gupta Wealth 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
2016 Q1	$90K	Sell	1,174 -4,403	-79%	-$295K	0.02%	342
2015 Q4	$379K	Buy	5,577 +534	+11%	+$37.3K	0.1%	167
2015 Q3	$330K	Sell	5,043 -511	-9%	-$39.1K	0.08%	178
2015 Q2	$471K	Buy	5,554 +4,201	+310%	+$361K	0.12%	154
2015 Q1	$108K	Buy	+1,353	New	+$112K	0.03%	295

Other funds holding CAT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gupta Wealth Management's CAT Position: Q1 2016 in Review

Gupta Wealth Management reduced its Caterpillar (CAT) stake by 79% in Q1 2016, selling an estimated $295K and leaving 1,174 shares worth $90K. The position accounts for 0.02% of the portfolio, ranked #342.

Gupta Wealth Management first reported a position in CAT in Q1 2015 and has held it in 5 quarters since. The position peaked at $471K in Q2 2015. 1,085 funds tracked by Wall St. Rank hold CAT as of Q1 2016.

Gupta Wealth Management held 1,174 shares of Caterpillar worth $90K as of Q1 2016.
Gupta Wealth Management sold 4,403 Caterpillar shares in Q1 2016, an estimated $295K.
Caterpillar made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #342 holding.
Gupta Wealth Management first reported a position in Caterpillar in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Caterpillar position peaked at $471K in Q2 2015.
1,085 funds tracked by Wall St. Rank held Caterpillar as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.