R&F Capital Advisors’s Caterpillar CAT Stock Holding History

R&F Capital 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
2017 Q1	$393K	Buy	+4,234	New	+$401K	0.1%	317

Other funds holding CAT

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

R&F Capital Advisors's CAT Position: Q1 2017 in Review

R&F Capital Advisors opened a new position in Caterpillar (CAT) in Q1 2017: 4,234 shares worth $393K. The stake represents 0.1% of the portfolio and ranks #317 among its holdings.

1,143 funds tracked by Wall St. Rank hold CAT as of Q1 2017.

R&F Capital Advisors held 4,234 shares of Caterpillar worth $393K as of Q1 2017.
Caterpillar was a new R&F Capital Advisors position in Q1 2017.
Caterpillar made up 0.1% of R&F Capital Advisors's portfolio in Q1 2017, its #317 holding.
1,143 funds tracked by Wall St. Rank held Caterpillar as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.