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Montrusco Bolton Investments’s Caterpillar CAT Stock Holding History

Montrusco Bolton 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
2017
Q3 		– Sell
-1,315
Closed -$141K – 78
2017
Q2 		$141K Buy
+1,315
New +$134K 0.01% 79

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State Farm Mutual Automobile Insurance
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Montrusco Bolton Investments's CAT Position: Q3 2017 in Review

Montrusco Bolton Investments sold out of Caterpillar (CAT) in Q3 2017, closing a stake of 1,315 shares — an estimated $141K sold.

Montrusco Bolton Investments first reported a position in CAT in Q2 2017 and held it in 1 quarter. The position peaked at $141K in Q2 2017. 1,271 funds tracked by Wall St. Rank hold CAT as of Q3 2017.

  • Montrusco Bolton Investments reported no remaining Caterpillar position as of Q3 2017 after selling out during the quarter.
  • Montrusco Bolton Investments sold 1,315 Caterpillar shares in Q3 2017, an estimated $141K.
  • Montrusco Bolton Investments first reported a position in Caterpillar in Q2 2017 and held it in 1 quarter.
  • Montrusco Bolton Investments's Caterpillar position peaked at $141K in Q2 2017.
  • 1,271 funds tracked by Wall St. Rank held Caterpillar as of Q3 2017.

Based on Montrusco Bolton Investments's 13F filing for Q3 2017, filed 18 Oct 2017.