RPAM
CAT icon

Rhenman & Partners Asset Management’s Caterpillar CAT Stock Holding History

Rhenman & Partners Asset 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
2017
Q1 		– Sell
-1,548
Closed -$144K – 105
2016
Q4 		$144K Sell
1,548
-630
-29% -$57.1K 0.03% 105
2016
Q3 		$193K Buy
+2,178
New +$178K 0.03% 99

Other funds holding CAT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rhenman & Partners Asset Management's CAT Position: Q1 2017 in Review

Rhenman & Partners Asset Management sold out of Caterpillar (CAT) in Q1 2017, closing a stake of 1,548 shares — an estimated $144K sold.

Rhenman & Partners Asset Management first reported a position in CAT in Q3 2016 and held it in 2 quarters. The position peaked at $193K in Q3 2016. 1,143 funds tracked by Wall St. Rank hold CAT as of Q1 2017.

  • Rhenman & Partners Asset Management reported no remaining Caterpillar position as of Q1 2017 after selling out during the quarter.
  • Rhenman & Partners Asset Management sold 1,548 Caterpillar shares in Q1 2017, an estimated $144K.
  • Rhenman & Partners Asset Management first reported a position in Caterpillar in Q3 2016 and held it in 2 quarters.
  • Rhenman & Partners Asset Management's Caterpillar position peaked at $193K in Q3 2016.
  • 1,143 funds tracked by Wall St. Rank held Caterpillar as of Q1 2017.

Based on Rhenman & Partners Asset Management's 13F filing for Q1 2017, filed 19 Apr 2017.