ICRM
CAT icon

Insight Capital Research & Management’s Caterpillar CAT Stock Holding History

Insight Capital Research & 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
2017
Q3 		$890K Buy
+7,133
New +$821K 0.5% 81
2013
Q3 		– Sell
-18,860
Closed -$1.56M – 178
2013
Q2 		$1.56M Buy
+18,860
New +$1.6M 0.4% 82

Other funds holding CAT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Insight Capital Research & Management's CAT Position: Q3 2017 in Review

Insight Capital Research & Management opened a new position in Caterpillar (CAT) in Q3 2017: 7,133 shares worth $890K. The stake represents 0.5% of the portfolio and ranks #81 among its holdings. This is a return to the name: Insight Capital Research & Management previously reported a position in CAT as recently as Q2 2013.

Insight Capital Research & Management first reported a position in CAT in Q2 2013 and has held it in 2 quarters since. The position peaked at $1.56M in Q2 2013. 1,271 funds tracked by Wall St. Rank hold CAT as of Q3 2017.

  • Insight Capital Research & Management held 7,133 shares of Caterpillar worth $890K as of Q3 2017.
  • Caterpillar was a new Insight Capital Research & Management position in Q3 2017.
  • Caterpillar made up 0.5% of Insight Capital Research & Management's portfolio in Q3 2017, its #81 holding.
  • Insight Capital Research & Management first reported a position in Caterpillar in Q2 2013 and has held it in 2 quarters since.
  • Insight Capital Research & Management's Caterpillar position peaked at $1.56M in Q2 2013.
  • 1,271 funds tracked by Wall St. Rank held Caterpillar as of Q3 2017.

Based on Insight Capital Research & Management's 13F filing for Q3 2017, filed 15 Nov 2017.