Highlander Capital Management’s Caterpillar CAT Stock Holding History

Highlander Capital 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
2018 Q1	–	Sell	-500	Closed	-$79K	–	757
2017 Q4	$79K	Buy	+500	New	+$69.4K	0.06%	283
2016 Q4	–	Sell	-700	Closed	-$62K	–	770
2016 Q3	$62K	Hold	700	–	–	0.06%	310
2016 Q2	$53K	Hold	700	–	–	0.05%	341
2016 Q1	$54K	Sell	700 -115	-14%	-$7.71K	0.05%	330
2015 Q4	$55K	Sell	815 -1,000	-55%	-$69.9K	0.05%	333
2015 Q3	$118K	Hold	1,815	–	–	0.11%	219
2015 Q2	$154K	Buy	1,815 +115	+7%	+$9.89K	0.14%	175
2015 Q1	$136K	Buy	1,700 +500	+42%	+$41.5K	0.12%	201
2014 Q4	$110K	Hold	1,200	–	–	0.09%	232
2014 Q3	$119K	Hold	1,200	–	–	0.11%	204
2014 Q2	$130K	Hold	1,200	–	–	0.12%	199
2014 Q1	$119K	Sell	1,200 -750	-38%	-$70.7K	0.11%	197
2013 Q4	$177K	Buy	1,950 +1,450	+290%	+$124K	0.17%	155
2013 Q3	$41.7K	Hold	500	–	–	0.04%	374
2013 Q2	$41.2K	Buy	+500	New	+$42.5K	0.04%	376

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State Farm Mutual Automobile Insurance

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Capital World Investors

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Wellington Management Group

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Gates Foundation Trust

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Primecap Management

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Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return