IH
CAT icon

IFC Holdings’s Caterpillar CAT Stock Holding History

IFC Holdings’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
-2,483
Closed -$392K – 51
2017
Q4 		$392K Sell
2,483
-904
-27% -$125K 0.03% 348
2017
Q3 		$421K Buy
3,387
+358
+12% +$41.2K 0.03% 335
2017
Q2 		$324K Sell
3,029
-66
-2% -$6.71K 0.02% 365
2017
Q1 		$288K Buy
3,095
+482
+18% +$45.6K 0.03% 357
2016
Q4 		$240K Sell
2,613
-268
-9% -$24.3K 0.02% 354
2016
Q3 		$257K Sell
2,881
-204
-7% -$16.7K 0.03% 323
2016
Q2 		$235K Buy
3,085
+387
+14% +$29K 0.03% 330
2016
Q1 		$208K Sell
2,698
-260
-9% -$17.4K 0.03% 339
2015
Q4 		$202K Sell
2,958
-222
-7% -$15.5K 0.03% 338
2015
Q3 		$204K Buy
3,180
+639
+25% +$48.9K 0.03% 339
2015
Q2 		$221K Buy
2,541
+17
+0.7% +$1.46K 0.03% 335
2015
Q1 		$203K Buy
2,524
+239
+10% +$19.9K 0.03% 350
2014
Q4 		$214K Sell
2,285
-415
-15% -$40.4K 0.04% 330
2014
Q3 		$270K Sell
2,700
-594
-18% -$63K 0.05% 277
2014
Q2 		$360K Sell
3,294
-737
-18% -$77.4K 0.07% 227
2014
Q1 		$401K Sell
4,031
-2,120
-34% -$200K 0.08% 187
2013
Q4 		$558K Sell
6,151
-799
-11% -$68.2K 0.12% 174
2013
Q3 		$579K Buy
6,950
+443
+7% +$37.5K 0.13% 185
2013
Q2 		$535K Buy
+6,507
New +$553K 0.13% 181

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

IFC Holdings's CAT Position: Q1 2018 in Review

IFC Holdings sold out of Caterpillar (CAT) in Q1 2018, closing a stake of 2,483 shares — an estimated $392K sold.

IFC Holdings first reported a position in CAT in Q2 2013 and held it in 19 quarters. The position peaked at $579K in Q3 2013. 1,507 funds tracked by Wall St. Rank hold CAT as of Q1 2018.

  • IFC Holdings reported no remaining Caterpillar position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 2,483 Caterpillar shares in Q1 2018, an estimated $392K.
  • IFC Holdings first reported a position in Caterpillar in Q2 2013 and held it in 19 quarters.
  • IFC Holdings's Caterpillar position peaked at $579K in Q3 2013.
  • 1,507 funds tracked by Wall St. Rank held Caterpillar as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.