Meadow Creek Investment Management’s Caterpillar CAT Stock Holding History

Meadow Creek Investment 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 Q3	$6.08M	Buy	48,158 +21,714	+82%	+$2.76M	0.12%	156
2019 Q2	$3.6M	Buy	26,444 +9,262	+54%	+$1.22M	0.07%	243
2019 Q1	$2.33M	Buy	17,182 +1,782	+12%	+$237K	0.05%	302
2018 Q4	$1.96M	Sell	15,400 -2,530	-14%	-$329K	0.05%	312
2018 Q3	$2.73M	Sell	17,930 -85,096	-83%	-$12M	0.05%	285
2018 Q2	$14M	Buy	103,026 +1,144	+1%	+$171K	0.3%	83
2018 Q1	$15M	Buy	101,882 +51,326	+102%	+$8.1M	0.33%	72
2017 Q4	$7.97M	Buy	50,556 +43,296	+596%	+$6.01M	0.17%	124
2017 Q3	$906K	Sell	7,260 -770	-10%	-$88.7K	0.02%	436
2017 Q2	$863K	Sell	8,030 -220	-3%	-$22.3K	0.02%	443
2017 Q1	$765K	Buy	8,250 +1,672	+25%	+$158K	0.02%	442
2016 Q4	$610K	Buy	+6,578	New	+$596K	0.02%	466

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

Meadow Creek Investment Management's CAT Position: Q3 2019 in Review

Meadow Creek Investment Management increased its Caterpillar (CAT) stake by 82% in Q3 2019, buying an estimated $2.76M and bringing the position to 48,158 shares worth $6.08M. The position accounts for 0.12% of the portfolio, ranked #156.

Meadow Creek Investment Management first reported a position in CAT in Q4 2016 and has held it in 12 quarters since. The position peaked at $15M in Q1 2018. 1,479 funds tracked by Wall St. Rank hold CAT as of Q3 2019.

Meadow Creek Investment Management held 48,158 shares of Caterpillar worth $6.08M as of Q3 2019.
Meadow Creek Investment Management bought 21,714 Caterpillar shares in Q3 2019, an estimated $2.76M.
Caterpillar made up 0.12% of Meadow Creek Investment Management's portfolio in Q3 2019, its #156 holding.
Meadow Creek Investment Management first reported a position in Caterpillar in Q4 2016 and has held it in 12 quarters since.
Meadow Creek Investment Management's Caterpillar position peaked at $15M in Q1 2018.
1,479 funds tracked by Wall St. Rank held Caterpillar as of Q3 2019.

Based on Meadow Creek Investment Management's 13F filing for Q3 2019, filed 14 Nov 2019.