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Otter Creek Advisors’s Caterpillar CAT Stock Holding History

Otter Creek 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
2019
Q2 		– Sell
-15,900
Closed -$2.15M – 62
2019
Q1 		$2.15M Buy
+15,900
New +$2.11M 0.66% 55
2018
Q4 		– Sell
-25,200
Closed -$3.84M – 69
2018
Q3 		$3.84M Buy
+25,200
New +$3.56M 0.96% 51
2018
Q2 		– Sell
-16,400
Closed -$2.42M – 73
2018
Q1 		$2.42M Buy
+16,400
New +$2.59M 0.51% 60
2017
Q2 		– Sell
-92,800
Closed -$8.61M – 77
2017
Q1 		$8.61M Buy
92,800
+16,700
+22% +$1.58M 1.27% 40
2016
Q4 		$7.06M Buy
76,100
+4,300
+6% +$390K 0.82% 58
2016
Q3 		$6.37M Buy
71,800
+4,200
+6% +$344K 0.95% 50
2016
Q2 		$5.13M Buy
+67,600
New +$5.06M 0.93% 50

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