PWM
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Patriot Wealth Management’s Caterpillar CAT Stock Holding History

Patriot 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
Q4 		$6.55M Sell
51,517
-1,175
-2% -$153K 0.96% 44
2018
Q3 		$8.04M Buy
52,692
+1,161
+2% +$164K 1.01% 46
2018
Q2 		$6.99M Buy
51,531
+23,647
+85% +$3.53M 0.96% 43
2018
Q1 		$4.11M Buy
+27,884
New +$4.4M 0.59% 58

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 $3.37T AUM 44.26% 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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Patriot Wealth Management's CAT Position: Q4 2018 in Review

Patriot Wealth Management reduced its Caterpillar (CAT) stake by 2.2% in Q4 2018, selling an estimated $153K and leaving 51,517 shares worth $6.55M. The position accounts for 0.96% of the portfolio, ranked #44.

Patriot Wealth Management first reported a position in CAT in Q1 2018 and has held it in 4 quarters since. The position peaked at $8.04M in Q3 2018. 1,560 funds tracked by Wall St. Rank hold CAT as of Q4 2018.

  • Patriot Wealth Management held 51,517 shares of Caterpillar worth $6.55M as of Q4 2018.
  • Patriot Wealth Management sold 1,175 Caterpillar shares in Q4 2018, an estimated $153K.
  • Caterpillar made up 0.96% of Patriot Wealth Management's portfolio in Q4 2018, its #44 holding.
  • Patriot Wealth Management first reported a position in Caterpillar in Q1 2018 and has held it in 4 quarters since.
  • Patriot Wealth Management's Caterpillar position peaked at $8.04M in Q3 2018.
  • 1,560 funds tracked by Wall St. Rank held Caterpillar as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.