Kaizen Advisory’s Caterpillar CAT Stock Holding History

Kaizen Advisory’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	$204K	Buy	1,603 +41	+3%	+$5.33K	0.14%	159
2018 Q3	$238K	Hold	1,562	–	–	0.12%	154
2018 Q2	$212K	Buy	1,562 +995	+175%	+$149K	0.11%	156
2018 Q1	$84K	Hold	567	–	–	0.08%	141
2017 Q4	$89K	Buy	+567	New	+$78.6K	0.05%	146

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

Kaizen Advisory's CAT Position: Q4 2018 in Review

Kaizen Advisory increased its Caterpillar (CAT) stake by 2.6% in Q4 2018, buying an estimated $5.33K and bringing the position to 1,603 shares worth $204K. The position accounts for 0.14% of the portfolio, ranked #159.

Kaizen Advisory first reported a position in CAT in Q4 2017 and has held it in 5 quarters since. The position peaked at $238K in Q3 2018. 1,559 funds tracked by Wall St. Rank hold CAT as of Q4 2018.

Kaizen Advisory held 1,603 shares of Caterpillar worth $204K as of Q4 2018.
Kaizen Advisory bought 41 Caterpillar shares in Q4 2018, an estimated $5.33K.
Caterpillar made up 0.14% of Kaizen Advisory's portfolio in Q4 2018, its #159 holding.
Kaizen Advisory first reported a position in Caterpillar in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Caterpillar position peaked at $238K in Q3 2018.
1,559 funds tracked by Wall St. Rank held Caterpillar as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.