LPWM
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Lake Point Wealth Management’s Caterpillar CAT Stock Holding History

Lake Point Wealth 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
2019
Q1 		– Sell
-1,577
Closed -$200K – 697
2018
Q4 		$200K Buy
+1,577
New +$205K 0.07% 152

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lake Point Wealth Management's CAT Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Caterpillar (CAT) in Q1 2019, closing a stake of 1,577 shares — an estimated $200K sold.

Lake Point Wealth Management first reported a position in CAT in Q4 2018 and held it in 1 quarter. The position peaked at $200K in Q4 2018. 1,594 funds tracked by Wall St. Rank hold CAT as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Caterpillar position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 1,577 Caterpillar shares in Q1 2019, an estimated $200K.
  • Lake Point Wealth Management first reported a position in Caterpillar in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Caterpillar position peaked at $200K in Q4 2018.
  • 1,594 funds tracked by Wall St. Rank held Caterpillar as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.