MFP
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Mosaic Financial Partners’s Caterpillar CAT Stock Holding History

Mosaic Financial Partners’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
Q1 		– Sell
-5,000
Closed -$464K – 44
2016
Q4 		$464K Hold
5,000
– – 0.3% 33
2016
Q3 		$444K Sell
5,000
-2,000
-29% -$164K 0.27% 34
2016
Q2 		$531K Hold
7,000
– – 0.33% 35
2016
Q1 		$536K Hold
7,000
– – 0.34% 35
2015
Q4 		$476K Buy
+7,000
New +$489K 0.31% 35

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Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mosaic Financial Partners's CAT Position: Q1 2017 in Review

Mosaic Financial Partners sold out of Caterpillar (CAT) in Q1 2017, closing a stake of 5,000 shares — an estimated $464K sold.

Mosaic Financial Partners first reported a position in CAT in Q4 2015 and held it in 5 quarters. The position peaked at $536K in Q1 2016. 1,143 funds tracked by Wall St. Rank hold CAT as of Q1 2017.

  • Mosaic Financial Partners reported no remaining Caterpillar position as of Q1 2017 after selling out during the quarter.
  • Mosaic Financial Partners sold 5,000 Caterpillar shares in Q1 2017, an estimated $464K.
  • Mosaic Financial Partners first reported a position in Caterpillar in Q4 2015 and held it in 5 quarters.
  • Mosaic Financial Partners's Caterpillar position peaked at $536K in Q1 2016.
  • 1,143 funds tracked by Wall St. Rank held Caterpillar as of Q1 2017.

Based on Mosaic Financial Partners's 13F filing for Q1 2017, filed 9 May 2017.