HWP
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Hefty Wealth Partners’s Caterpillar CAT Stock Holding History

Hefty Wealth Partners’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 		$59K Hold
400
– – 0.04% 135
2017
Q4 		$63K Hold
400
– – 0.04% 128
2017
Q3 		$50K Hold
400
– – 0.03% 135
2017
Q2 		$42K Hold
400
– – 0.03% 131
2017
Q1 		$37K Hold
400
– – 0.03% 136
2016
Q4 		$37K Hold
400
– – 0.03% 129
2016
Q3 		$35K Buy
+400
New +$32.7K 0.03% 140

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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

Hefty Wealth Partners's CAT Position: Q1 2018 in Review

Hefty Wealth Partners held its Caterpillar (CAT) position steady in Q1 2018 at 400 shares worth $59K. The position accounts for 0.04% of the portfolio, ranked #135.

Hefty Wealth Partners first reported a position in CAT in Q3 2016 and has held it in 7 quarters since. The position peaked at $63K in Q4 2017. 1,507 funds tracked by Wall St. Rank hold CAT as of Q1 2018.

  • Hefty Wealth Partners held 400 shares of Caterpillar worth $59K as of Q1 2018.
  • Hefty Wealth Partners left its Caterpillar share count unchanged in Q1 2018.
  • Caterpillar made up 0.04% of Hefty Wealth Partners's portfolio in Q1 2018, its #135 holding.
  • Hefty Wealth Partners first reported a position in Caterpillar in Q3 2016 and has held it in 7 quarters since.
  • Hefty Wealth Partners's Caterpillar position peaked at $63K in Q4 2017.
  • 1,507 funds tracked by Wall St. Rank held Caterpillar as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.