Lodestar Investment Counsel’s Caterpillar CAT Stock Holding History

Lodestar Investment Counsel’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 Q2	$317K	Sell	2,327 -885	-28%	-$117K	0.03%	148
2019 Q1	$435K	Hold	3,212	–	–	0.05%	130
2018 Q4	$408K	Buy	3,212 +993	+45%	+$129K	0.05%	127
2018 Q3	$338K	Hold	2,219	–	–	0.04%	148
2018 Q2	$301K	Buy	2,219 +7	+0.3%	+$1.05K	0.03%	157
2018 Q1	$326K	Buy	2,212 +100	+5%	+$15.8K	0.04%	147
2017 Q4	$333K	Buy	+2,112	New	+$293K	0.04%	150

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Lodestar Investment Counsel's CAT Position: Q2 2019 in Review

Lodestar Investment Counsel reduced its Caterpillar (CAT) stake by 28% in Q2 2019, selling an estimated $117K and leaving 2,327 shares worth $317K. The position accounts for 0.03% of the portfolio, ranked #148.

Lodestar Investment Counsel first reported a position in CAT in Q4 2017 and has held it in 7 quarters since. The position peaked at $435K in Q1 2019. 1,555 funds tracked by Wall St. Rank hold CAT as of Q2 2019.

Lodestar Investment Counsel held 2,327 shares of Caterpillar worth $317K as of Q2 2019.
Lodestar Investment Counsel sold 885 Caterpillar shares in Q2 2019, an estimated $117K.
Caterpillar made up 0.03% of Lodestar Investment Counsel's portfolio in Q2 2019, its #148 holding.
Lodestar Investment Counsel first reported a position in Caterpillar in Q4 2017 and has held it in 7 quarters since.
Lodestar Investment Counsel's Caterpillar position peaked at $435K in Q1 2019.
1,555 funds tracked by Wall St. Rank held Caterpillar as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.