Pictet North America Advisors’s Caterpillar CAT Stock Holding History

Pictet North America 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 Q1	–	Sell	-7,000	Closed	-$1.1M	–	135
2017 Q4	$1.1M	Hold	7,000	–	–	0.17%	70
2017 Q3	$873K	Hold	7,000	–	–	0.14%	76
2017 Q2	$752K	Sell	7,000 -6,000	-46%	-$610K	0.12%	81
2017 Q1	$1.21M	Buy	+13,000	New	+$1.23M	0.2%	72

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet North America Advisors's CAT Position: Q1 2018 in Review

Pictet North America Advisors sold out of Caterpillar (CAT) in Q1 2018, closing a stake of 7,000 shares — an estimated $1.1M sold.

Pictet North America Advisors first reported a position in CAT in Q1 2017 and held it in 4 quarters. The position peaked at $1.21M in Q1 2017. 1,506 funds tracked by Wall St. Rank hold CAT as of Q1 2018.

Pictet North America Advisors reported no remaining Caterpillar position as of Q1 2018 after selling out during the quarter.
Pictet North America Advisors sold 7,000 Caterpillar shares in Q1 2018, an estimated $1.1M.
Pictet North America Advisors first reported a position in Caterpillar in Q1 2017 and held it in 4 quarters.
Pictet North America Advisors's Caterpillar position peaked at $1.21M in Q1 2017.
1,506 funds tracked by Wall St. Rank held Caterpillar as of Q1 2018.

Based on Pictet North America Advisors's 13F filing for Q1 2018, filed 8 May 2018.