NEXT Financial Holdings’s Caterpillar CAT Stock Holding History

NEXT Financial 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 Q1	$455K	Buy	+3,362	New	+$447K	0.12%	136

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

NEXT Financial Holdings's CAT Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Caterpillar (CAT) in Q1 2019: 3,362 shares worth $455K. The stake represents 0.12% of the portfolio and ranks #136 among its holdings.

1,594 funds tracked by Wall St. Rank hold CAT as of Q1 2019.

NEXT Financial Holdings held 3,362 shares of Caterpillar worth $455K as of Q1 2019.
Caterpillar was a new NEXT Financial Holdings position in Q1 2019.
Caterpillar made up 0.12% of NEXT Financial Holdings's portfolio in Q1 2019, its #136 holding.
1,594 funds tracked by Wall St. Rank held Caterpillar as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.