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Northern Capital Management (Wisconsin)’s Caterpillar CAT Stock Holding History

Northern Capital Management (Wisconsin)’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
2018
Q4 		$696K Buy
5,475
+2,000
+58% +$260K 0.19% 133
2018
Q3 		$530K Hold
3,475
– – 0.12% 148
2018
Q2 		$471K Buy
+3,475
New +$519K 0.11% 150

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Northern Capital Management (Wisconsin)'s CAT Position: Q4 2018 in Review

Northern Capital Management (Wisconsin) increased its Caterpillar (CAT) stake by 58% in Q4 2018, buying an estimated $260K and bringing the position to 5,475 shares worth $696K. The position accounts for 0.19% of the portfolio, ranked #133.

Northern Capital Management (Wisconsin) first reported a position in CAT in Q2 2018 and has held it in 3 quarters since. 1,560 funds tracked by Wall St. Rank hold CAT as of Q4 2018.

  • Northern Capital Management (Wisconsin) held 5,475 shares of Caterpillar worth $696K as of Q4 2018.
  • Northern Capital Management (Wisconsin) bought 2,000 Caterpillar shares in Q4 2018, an estimated $260K.
  • Caterpillar made up 0.19% of Northern Capital Management (Wisconsin)'s portfolio in Q4 2018, its #133 holding.
  • Northern Capital Management (Wisconsin) first reported a position in Caterpillar in Q2 2018 and has held it in 3 quarters since.
  • 1,560 funds tracked by Wall St. Rank held Caterpillar as of Q4 2018.

Based on Northern Capital Management (Wisconsin)'s 13F filing for Q4 2018, filed 1 Feb 2019.