LI
CAT icon

Longer Investments’s Caterpillar CAT Stock Holding History

Longer Investments’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
Q4 		– Sell
-19,520
Closed -$2.98M – 30
2018
Q3 		$2.98M Buy
+19,520
New +$2.76M 2.87% 9
2014
Q1 		– Sell
-28,715
Closed -$2.61M – 40
2013
Q4 		$2.61M Buy
+28,715
New +$2.45M 2.04% 12

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Longer Investments's CAT Position: Q4 2018 in Review

Longer Investments sold out of Caterpillar (CAT) in Q4 2018, closing a stake of 19,520 shares — an estimated $2.98M sold.

Longer Investments first reported a position in CAT in Q4 2013 and held it in 2 quarters. The position peaked at $2.98M in Q3 2018. 1,559 funds tracked by Wall St. Rank hold CAT as of Q4 2018.

  • Longer Investments reported no remaining Caterpillar position as of Q4 2018 after selling out during the quarter.
  • Longer Investments sold 19,520 Caterpillar shares in Q4 2018, an estimated $2.98M.
  • Longer Investments first reported a position in Caterpillar in Q4 2013 and held it in 2 quarters.
  • Longer Investments's Caterpillar position peaked at $2.98M in Q3 2018.
  • 1,559 funds tracked by Wall St. Rank held Caterpillar as of Q4 2018.

Based on Longer Investments's 13F filing for Q4 2018, filed 22 Jan 2019.