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Peachtree Investment Advisors’s Caterpillar CAT Stock Holding History

Peachtree Investment 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
Q4 		$1.81M Buy
14,259
+4,164
+41% +$542K 1.4% 23
2018
Q3 		$1.54M Buy
10,095
+135
+1% +$19.1K 1.05% 25
2018
Q2 		$1.35M Sell
9,960
-740
-7% -$111K 0.98% 26
2018
Q1 		$1.58M Sell
10,700
-1,515
-12% -$239K 1.18% 25
2017
Q4 		$1.93M Buy
12,215
+135
+1% +$18.7K 1.47% 22
2017
Q3 		$1.51M Hold
12,080
– – 1.29% 23
2017
Q2 		$1.3M Buy
12,080
+250
+2% +$25.4K 1.11% 27
2017
Q1 		$1.1M Buy
11,830
+300
+3% +$28.4K 1% 31
2016
Q4 		$1.07M Sell
11,530
-345
-3% -$31.3K 1.05% 32
2016
Q3 		$1.05M Buy
11,875
+150
+1% +$12.3K 1.03% 34
2016
Q2 		$889K Buy
11,725
+220
+2% +$16.5K 0.9% 37
2016
Q1 		$881K Buy
11,505
+415
+4% +$27.8K 0.88% 41
2015
Q4 		$754K Buy
11,090
+1,245
+13% +$87K 0.79% 42
2015
Q3 		$643K Buy
9,845
+1,430
+17% +$109K 0.67% 46
2015
Q2 		$714K Buy
8,415
+1,875
+29% +$161K 0.53% 57
2015
Q1 		$523K Buy
6,540
+5,015
+329% +$417K 0.37% 73
2014
Q4 		$140K Buy
+1,525
New +$148K 0.09% 162

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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Peachtree Investment Advisors's CAT Position: Q4 2018 in Review

Peachtree Investment Advisors increased its Caterpillar (CAT) stake by 41% in Q4 2018, buying an estimated $542K and bringing the position to 14,259 shares worth $1.81M. The position accounts for 1.4% of the portfolio, ranked #23.

Peachtree Investment Advisors first reported a position in CAT in Q4 2014 and has held it in 17 quarters since. The position peaked at $1.93M in Q4 2017. 1,559 funds tracked by Wall St. Rank hold CAT as of Q4 2018.

  • Peachtree Investment Advisors held 14,259 shares of Caterpillar worth $1.81M as of Q4 2018.
  • Peachtree Investment Advisors bought 4,164 Caterpillar shares in Q4 2018, an estimated $542K.
  • Caterpillar made up 1.4% of Peachtree Investment Advisors's portfolio in Q4 2018, its #23 holding.
  • Peachtree Investment Advisors first reported a position in Caterpillar in Q4 2014 and has held it in 17 quarters since.
  • Peachtree Investment Advisors's Caterpillar position peaked at $1.93M in Q4 2017.
  • 1,559 funds tracked by Wall St. Rank held Caterpillar as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.