Israel Discount Bank of New York’s Caterpillar CAT Stock Holding History

Israel Discount Bank of New York’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
2019 Q2	–	Sell	-158	Closed	-$21K	–	128
2019 Q1	$21K	Hold	158	–	–	0.01%	324
2018 Q4	$20K	Hold	158	–	–	0.02%	320
2018 Q3	$24K	Buy	+158	New	+$22.3K	0.02%	321

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

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

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

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

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

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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Israel Discount Bank of New York's CAT Position: Q2 2019 in Review

Israel Discount Bank of New York sold out of Caterpillar (CAT) in Q2 2019, closing a stake of 158 shares — an estimated $21K sold.

Israel Discount Bank of New York first reported a position in CAT in Q3 2018 and held it in 3 quarters. The position peaked at $24K in Q3 2018. 1,555 funds tracked by Wall St. Rank hold CAT as of Q2 2019.

Israel Discount Bank of New York reported no remaining Caterpillar position as of Q2 2019 after selling out during the quarter.
Israel Discount Bank of New York sold 158 Caterpillar shares in Q2 2019, an estimated $21K.
Israel Discount Bank of New York first reported a position in Caterpillar in Q3 2018 and held it in 3 quarters.
Israel Discount Bank of New York's Caterpillar position peaked at $24K in Q3 2018.
1,555 funds tracked by Wall St. Rank held Caterpillar as of Q2 2019.

Based on Israel Discount Bank of New York's 13F filing for Q2 2019, filed 14 Aug 2019.