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 $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Gates Foundation Trust

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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