HCA
CAT icon

Harbour Capital Advisors’s Caterpillar CAT Stock Holding History

Harbour Capital 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
Q2 		– Sell
-1,150
Closed -$107K – 290
2017
Q1 		$107K Buy
+1,150
New +$109K 0.05% 284
2016
Q4 		– Sell
-1,150
Closed -$102K – 192
2016
Q3 		$102K Buy
+1,150
New +$94.1K 0.06% 244

Other funds holding CAT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Harbour Capital Advisors's CAT Position: Q2 2017 in Review

Harbour Capital Advisors sold out of Caterpillar (CAT) in Q2 2017, closing a stake of 1,150 shares — an estimated $107K sold.

Harbour Capital Advisors first reported a position in CAT in Q3 2016 and held it in 2 quarters. The position peaked at $107K in Q1 2017. 1,193 funds tracked by Wall St. Rank hold CAT as of Q2 2017.

  • Harbour Capital Advisors reported no remaining Caterpillar position as of Q2 2017 after selling out during the quarter.
  • Harbour Capital Advisors sold 1,150 Caterpillar shares in Q2 2017, an estimated $107K.
  • Harbour Capital Advisors first reported a position in Caterpillar in Q3 2016 and held it in 2 quarters.
  • Harbour Capital Advisors's Caterpillar position peaked at $107K in Q1 2017.
  • 1,193 funds tracked by Wall St. Rank held Caterpillar as of Q2 2017.

Based on Harbour Capital Advisors's 13F filing for Q2 2017, filed 27 Jul 2017.