Mader & Shannon Wealth Management’s Caterpillar CAT Stock Holding History

Mader & Shannon 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
2018 Q3	–	Sell	-14,137	Closed	-$1.92M	–	19
2018 Q2	$1.92M	Sell	14,137 -491	-3%	-$73.4K	2.32%	10
2018 Q1	$2.15M	Buy	14,628 +564	+4%	+$89.1K	2.56%	8
2017 Q4	$2.22M	Buy	14,064 +75	+0.5%	+$10.4K	1.62%	19
2017 Q3	$1.74M	Buy	13,989 +620	+5%	+$71.4K	1.12%	20
2017 Q2	$1.44M	Buy	+13,369	New	+$1.36M	1.98%	10

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mader & Shannon Wealth Management's CAT Position: Q3 2018 in Review

Mader & Shannon Wealth Management sold out of Caterpillar (CAT) in Q3 2018, closing a stake of 14,137 shares — an estimated $1.92M sold.

Mader & Shannon Wealth Management first reported a position in CAT in Q2 2017 and held it in 5 quarters. The position peaked at $2.22M in Q4 2017. 1,532 funds tracked by Wall St. Rank hold CAT as of Q3 2018.

Mader & Shannon Wealth Management reported no remaining Caterpillar position as of Q3 2018 after selling out during the quarter.
Mader & Shannon Wealth Management sold 14,137 Caterpillar shares in Q3 2018, an estimated $1.92M.
Mader & Shannon Wealth Management first reported a position in Caterpillar in Q2 2017 and held it in 5 quarters.
Mader & Shannon Wealth Management's Caterpillar position peaked at $2.22M in Q4 2017.
1,532 funds tracked by Wall St. Rank held Caterpillar as of Q3 2018.

Based on Mader & Shannon Wealth Management's 13F filing for Q3 2018, filed 14 Nov 2018.