KLI
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Kelman-Lazarov Inc’s Caterpillar CAT Stock Holding History

Kelman-Lazarov Inc’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
2016
Q4 		– Sell
-300
Closed -$26.3K – 316
2016
Q3 		$26.3K Hold
300
– – 0.01% 228
2016
Q2 		$22.9K Hold
300
– – 0.01% 229
2016
Q1 		$23K Buy
+300
New +$20.1K 0.01% 237

Other funds holding CAT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Kelman-Lazarov Inc's CAT Position: Q4 2016 in Review

Kelman-Lazarov Inc sold out of Caterpillar (CAT) in Q4 2016, closing a stake of 300 shares — an estimated $26.3K sold.

Kelman-Lazarov Inc first reported a position in CAT in Q1 2016 and held it in 3 quarters. The position peaked at $26.3K in Q3 2016. 1,162 funds tracked by Wall St. Rank hold CAT as of Q4 2016.

  • Kelman-Lazarov Inc reported no remaining Caterpillar position as of Q4 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 300 Caterpillar shares in Q4 2016, an estimated $26.3K.
  • Kelman-Lazarov Inc first reported a position in Caterpillar in Q1 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's Caterpillar position peaked at $26.3K in Q3 2016.
  • 1,162 funds tracked by Wall St. Rank held Caterpillar as of Q4 2016.

Based on Kelman-Lazarov Inc's 13F filing for Q4 2016, filed 17 Jan 2017.