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Litman Gregory Wealth Management’s Caterpillar CAT Stock Holding History

Litman Gregory 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
-600
Closed -$76K – 134
2018
Q4 		$76K Buy
+600
New +$78.1K 0.02% 63
2018
Q2 		– Sell
-125
Closed -$18K – 106
2018
Q1 		$18K Buy
+125
New +$19.7K 0.01% 130

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

Litman Gregory Wealth Management's CAT Position: Q1 2019 in Review

Litman Gregory Wealth Management sold out of Caterpillar (CAT) in Q1 2019, closing a stake of 600 shares — an estimated $76K sold.

Litman Gregory Wealth Management first reported a position in CAT in Q1 2018 and held it in 2 quarters. The position peaked at $76K in Q4 2018. 1,594 funds tracked by Wall St. Rank hold CAT as of Q1 2019.

  • Litman Gregory Wealth Management reported no remaining Caterpillar position as of Q1 2019 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 600 Caterpillar shares in Q1 2019, an estimated $76K.
  • Litman Gregory Wealth Management first reported a position in Caterpillar in Q1 2018 and held it in 2 quarters.
  • Litman Gregory Wealth Management's Caterpillar position peaked at $76K in Q4 2018.
  • 1,594 funds tracked by Wall St. Rank held Caterpillar as of Q1 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2019, filed 30 Apr 2019.