Hoertkorn Richard Charles’s Caterpillar CAT Stock Holding History

Hoertkorn Richard Charles’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 Q2	–	Sell	-100	Closed	-$15K	–	90
2018 Q1	$15K	Hold	100	–	–	0.01%	81
2017 Q4	$16K	Hold	100	–	–	0.01%	83
2017 Q3	$12K	Hold	100	–	–	0.01%	83
2017 Q2	$11K	Hold	100	–	–	0.01%	81
2017 Q1	$9K	Hold	100	–	–	0.01%	83
2016 Q4	$9K	Hold	100	–	–	0.01%	84
2016 Q3	$9K	Hold	100	–	–	0.01%	83
2016 Q2	$8K	Hold	100	–	–	0.01%	89
2016 Q1	$8K	Hold	100	–	–	0.01%	90
2015 Q4	$7K	Hold	100	–	–	0.01%	94
2015 Q3	$7K	Buy	+100	New	+$7.65K	0.01%	92
2014 Q2	–	Sell	-14,740	Closed	-$1.47M	–	92
2014 Q1	$1.47M	Sell	14,740 -175	-1%	-$16.5K	1.15%	28
2013 Q4	$1.35M	Buy	+14,915	New	+$1.27M	1.05%	31

Other funds holding CAT

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hoertkorn Richard Charles's CAT Position: Q2 2018 in Review

Hoertkorn Richard Charles sold out of Caterpillar (CAT) in Q2 2018, closing a stake of 100 shares — an estimated $15K sold.

Hoertkorn Richard Charles first reported a position in CAT in Q4 2013 and held it in 13 quarters. The position peaked at $1.47M in Q1 2014. 1,513 funds tracked by Wall St. Rank hold CAT as of Q2 2018.

Hoertkorn Richard Charles reported no remaining Caterpillar position as of Q2 2018 after selling out during the quarter.
Hoertkorn Richard Charles sold 100 Caterpillar shares in Q2 2018, an estimated $15K.
Hoertkorn Richard Charles first reported a position in Caterpillar in Q4 2013 and held it in 13 quarters.
Hoertkorn Richard Charles's Caterpillar position peaked at $1.47M in Q1 2014.
1,513 funds tracked by Wall St. Rank held Caterpillar as of Q2 2018.

Based on Hoertkorn Richard Charles's 13F filing for Q2 2018, filed 1 Aug 2018.