MKD Wealth Coaches’s Caterpillar CAT Stock Holding History

MKD Wealth Coaches’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 Q1	–	Sell	-100	Closed	-$13K	–	187
2018 Q4	$13K	Buy	+100	New	+$13K	0.02%	122

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

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

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

Norges Bank Oslo, Norway $935B AUM

MKD Wealth Coaches's CAT Position: Q1 2019 in Review

MKD Wealth Coaches sold out of Caterpillar (CAT) in Q1 2019, closing a stake of 100 shares — an estimated $13K sold.

MKD Wealth Coaches first reported a position in CAT in Q4 2018 and held it in 1 quarter. The position peaked at $13K in Q4 2018. 1,594 funds tracked by Wall St. Rank hold CAT as of Q1 2019.

MKD Wealth Coaches reported no remaining Caterpillar position as of Q1 2019 after selling out during the quarter.
MKD Wealth Coaches sold 100 Caterpillar shares in Q1 2019, an estimated $13K.
MKD Wealth Coaches first reported a position in Caterpillar in Q4 2018 and held it in 1 quarter.
MKD Wealth Coaches's Caterpillar position peaked at $13K in Q4 2018.
1,594 funds tracked by Wall St. Rank held Caterpillar as of Q1 2019.

Based on MKD Wealth Coaches's 13F filing for Q1 2019, filed 2 May 2019.