Palo Capital’s Caterpillar CAT Stock Holding History

Palo Capital’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 Q3	–	Sell	-2,287	Closed	-$310K	–	151
2018 Q2	$310K	Sell	2,287 -38	-2%	-$5.68K	0.11%	143
2018 Q1	$343K	Buy	+2,325	New	+$367K	0.12%	142

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Palo Capital's CAT Position: Q3 2018 in Review

Palo Capital sold out of Caterpillar (CAT) in Q3 2018, closing a stake of 2,287 shares — an estimated $310K sold.

Palo Capital first reported a position in CAT in Q1 2018 and held it in 2 quarters. The position peaked at $343K in Q1 2018. 1,532 funds tracked by Wall St. Rank hold CAT as of Q3 2018.

Palo Capital reported no remaining Caterpillar position as of Q3 2018 after selling out during the quarter.
Palo Capital sold 2,287 Caterpillar shares in Q3 2018, an estimated $310K.
Palo Capital first reported a position in Caterpillar in Q1 2018 and held it in 2 quarters.
Palo Capital's Caterpillar position peaked at $343K in Q1 2018.
1,532 funds tracked by Wall St. Rank held Caterpillar as of Q3 2018.

Based on Palo Capital's 13F filing for Q3 2018, filed 25 Oct 2018.