KC
CAT icon

KHP Capital’s Caterpillar CAT Stock Holding History

KHP Capital’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
Q3 		$762K Hold
5,000
– – 0.46% 32
2018
Q2 		$678K Hold
5,000
– – 0.44% 32
2018
Q1 		$737K Sell
5,000
-500
-9% -$79K 0.51% 29
2017
Q4 		$867K Buy
+5,500
New +$763K 0.63% 25

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KHP Capital's CAT Position: Q3 2018 in Review

KHP Capital held its Caterpillar (CAT) position steady in Q3 2018 at 5,000 shares worth $762K. The position accounts for 0.46% of the portfolio, ranked #32.

KHP Capital first reported a position in CAT in Q4 2017 and has held it in 4 quarters since. The position peaked at $867K in Q4 2017. 1,531 funds tracked by Wall St. Rank hold CAT as of Q3 2018.

  • KHP Capital held 5,000 shares of Caterpillar worth $762K as of Q3 2018.
  • KHP Capital left its Caterpillar share count unchanged in Q3 2018.
  • Caterpillar made up 0.46% of KHP Capital's portfolio in Q3 2018, its #32 holding.
  • KHP Capital first reported a position in Caterpillar in Q4 2017 and has held it in 4 quarters since.
  • KHP Capital's Caterpillar position peaked at $867K in Q4 2017.
  • 1,531 funds tracked by Wall St. Rank held Caterpillar as of Q3 2018.

Based on KHP Capital's 13F filing for Q3 2018, filed 8 Nov 2018.