Nuveen Fund Advisors
CAT icon

Nuveen Fund Advisors’s Caterpillar CAT Stock Holding History

Nuveen Fund Advisors’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
Q2 		– Sell
-8,393
Closed -$1.24M – 179
2018
Q1 		$1.24M Sell
8,393
-12,140
-59% -$1.92M 0.57% 49
2017
Q4 		$3.24M Sell
20,533
-5,487
-21% -$761K 0.94% 30
2017
Q3 		$3.25M Sell
26,020
-10,192
-28% -$1.17M 0.66% 39
2017
Q2 		$3.89M Sell
36,212
-6,299
-15% -$640K 0.62% 45
2017
Q1 		$3.94M Sell
42,511
-3,775
-8% -$357K 0.52% 55
2016
Q4 		$4.29M Buy
46,286
+2,980
+7% +$270K 0.62% 37
2016
Q3 		$3.84M Buy
43,306
+7,129
+20% +$583K 0.54% 49
2016
Q2 		$2.74M Buy
+36,177
New +$2.71M 0.42% 72

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Fund Advisors's CAT Position: Q2 2018 in Review

Nuveen Fund Advisors sold out of Caterpillar (CAT) in Q2 2018, closing a stake of 8,393 shares — an estimated $1.24M sold.

Nuveen Fund Advisors first reported a position in CAT in Q2 2016 and held it in 8 quarters. The position peaked at $4.29M in Q4 2016. 1,513 funds tracked by Wall St. Rank hold CAT as of Q2 2018.

  • Nuveen Fund Advisors reported no remaining Caterpillar position as of Q2 2018 after selling out during the quarter.
  • Nuveen Fund Advisors sold 8,393 Caterpillar shares in Q2 2018, an estimated $1.24M.
  • Nuveen Fund Advisors first reported a position in Caterpillar in Q2 2016 and held it in 8 quarters.
  • Nuveen Fund Advisors's Caterpillar position peaked at $4.29M in Q4 2016.
  • 1,513 funds tracked by Wall St. Rank held Caterpillar as of Q2 2018.

Based on Nuveen Fund Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.