OPWM
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Oak Point Wealth Management’s Caterpillar CAT Stock Holding History

Oak Point Wealth Management’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
Q1 		$6K Sell
40
-60
-60% -$9.47K 0.01% 165
2017
Q4 		$16K Buy
+100
New +$13.9K 0.02% 134

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oak Point Wealth Management's CAT Position: Q1 2018 in Review

Oak Point Wealth Management reduced its Caterpillar (CAT) stake by 60% in Q1 2018, selling an estimated $9.47K and leaving 40 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #165.

Oak Point Wealth Management first reported a position in CAT in Q4 2017 and has held it in 2 quarters since. The position peaked at $16K in Q4 2017. 1,507 funds tracked by Wall St. Rank hold CAT as of Q1 2018.

  • Oak Point Wealth Management held 40 shares of Caterpillar worth $6K as of Q1 2018.
  • Oak Point Wealth Management sold 60 Caterpillar shares in Q1 2018, an estimated $9.47K.
  • Caterpillar made up 0.01% of Oak Point Wealth Management's portfolio in Q1 2018, its #165 holding.
  • Oak Point Wealth Management first reported a position in Caterpillar in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's Caterpillar position peaked at $16K in Q4 2017.
  • 1,507 funds tracked by Wall St. Rank held Caterpillar as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.