MIH
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Madison Investment Holdings’s Caterpillar CAT Stock Holding History

Madison Investment Holdings’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
Q3 		$24.8M Buy
195,973
+6,795
+4% +$863K 0.4% 85
2019
Q2 		$25.8M Buy
189,178
+55,106
+41% +$7.28M 0.46% 79
2019
Q1 		$18.2M Buy
134,072
+130,677
+3,849% +$17.4M 0.33% 101
2018
Q4 		$431K Sell
3,395
-645
-16% -$83.9K 0.01% 206
2018
Q3 		$616K Hold
4,040
– – 0.01% 224
2018
Q2 		$548K Sell
4,040
-44,002
-92% -$6.57M 0.01% 227
2018
Q1 		$7.08M Sell
48,042
-30,581
-39% -$4.83M 0.13% 153
2017
Q4 		$12.4M Sell
78,623
-9,765
-11% -$1.35M 0.21% 134
2017
Q3 		$11M Sell
88,388
-4,400
-5% -$507K 0.2% 140
2017
Q2 		$9.97M Sell
92,788
-65,970
-42% -$6.7M 0.18% 143
2017
Q1 		$14.7M Sell
158,758
-115,343
-42% -$10.9M 0.27% 115
2016
Q4 		$25.4M Buy
274,101
+45,533
+20% +$4.13M 0.49% 77
2016
Q3 		$20.3M Buy
+228,568
New +$18.7M 0.4% 89
2015
Q1 		– Sell
-2,400
Closed -$220K – 230
2014
Q4 		$220K Buy
+2,400
New +$234K ﹤0.01% 209
2014
Q3 		– Sell
-2,000
Closed -$217K – 216
2014
Q2 		$217K Buy
+2,000
New +$210K ﹤0.01% 219

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Madison Investment Holdings's CAT Position: Q3 2019 in Review

Madison Investment Holdings increased its Caterpillar (CAT) stake by 3.6% in Q3 2019, buying an estimated $863K and bringing the position to 195,973 shares worth $24.8M. The position accounts for 0.4% of the portfolio, ranked #85.

Madison Investment Holdings first reported a position in CAT in Q2 2014 and has held it in 15 quarters since. The position peaked at $25.8M in Q2 2019. 1,479 funds tracked by Wall St. Rank hold CAT as of Q3 2019.

  • Madison Investment Holdings held 195,973 shares of Caterpillar worth $24.8M as of Q3 2019.
  • Madison Investment Holdings bought 6,795 Caterpillar shares in Q3 2019, an estimated $863K.
  • Caterpillar made up 0.4% of Madison Investment Holdings's portfolio in Q3 2019, its #85 holding.
  • Madison Investment Holdings first reported a position in Caterpillar in Q2 2014 and has held it in 15 quarters since.
  • Madison Investment Holdings's Caterpillar position peaked at $25.8M in Q2 2019.
  • 1,479 funds tracked by Wall St. Rank held Caterpillar as of Q3 2019.

Based on Madison Investment Holdings's 13F filing for Q3 2019, filed 13 Nov 2019.