HPIA
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Hamilton Point Investment Advisors’s Caterpillar CAT Stock Holding History

Hamilton Point Investment Advisors’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
2017
Q1 		– Sell
-23,003
Closed -$2.13M – 74
2016
Q4 		$2.13M Buy
23,003
+380
+2% +$34.4K 1.32% 37
2016
Q3 		$2.01M Buy
22,623
+1,147
+5% +$93.8K 1.26% 37
2016
Q2 		$1.63M Buy
21,476
+685
+3% +$51.3K 1.06% 51
2016
Q1 		$1.59M Buy
20,791
+230
+1% +$15.4K 1.06% 51
2015
Q4 		$1.4M Buy
20,561
+2,991
+17% +$209K 0.97% 52
2015
Q3 		$1.15M Buy
+17,570
New +$1.34M 0.9% 54

Other funds holding CAT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return