Independence Advisors’s Caterpillar CAT Stock Holding History

Independence Advisors’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 Q4	–	Sell	-1,313	Closed	-$200K	–	90
2018 Q3	$200K	Buy	+1,313	New	+$186K	0.06%	89

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 $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Independence Advisors's CAT Position: Q4 2018 in Review

Independence Advisors sold out of Caterpillar (CAT) in Q4 2018, closing a stake of 1,313 shares — an estimated $200K sold.

Independence Advisors first reported a position in CAT in Q3 2018 and held it in 1 quarter. The position peaked at $200K in Q3 2018. 1,559 funds tracked by Wall St. Rank hold CAT as of Q4 2018.

Independence Advisors reported no remaining Caterpillar position as of Q4 2018 after selling out during the quarter.
Independence Advisors sold 1,313 Caterpillar shares in Q4 2018, an estimated $200K.
Independence Advisors first reported a position in Caterpillar in Q3 2018 and held it in 1 quarter.
Independence Advisors's Caterpillar position peaked at $200K in Q3 2018.
1,559 funds tracked by Wall St. Rank held Caterpillar as of Q4 2018.

Based on Independence Advisors's 13F filing for Q4 2018, filed 31 Jan 2019.