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Risk Paradigm Group’s Caterpillar CAT Stock Holding History

Risk Paradigm Group’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
Q2 		– Sell
-1,446
Closed -$213K – 110
2018
Q1 		$213K Sell
1,446
-105
-7% -$16.6K 0.27% 83
2017
Q4 		$244K Buy
1,551
+948
+157% +$131K 0.26% 91
2017
Q3 		$75.2K Sell
603
-1,245
-67% -$143K 0.09% 123
2017
Q2 		$199K Buy
1,848
+1,325
+253% +$135K 0.23% 93
2017
Q1 		$48.5K Sell
523
-989
-65% -$93.6K 0.06% 145
2016
Q4 		$140K Buy
1,512
+338
+29% +$30.6K 0.15% 107
2016
Q3 		$104K Hold
1,174
– – 0.08% 131
2016
Q2 		$89K Hold
1,174
– – 0.12% 117
2016
Q1 		$89.9K Buy
+1,174
New +$78.7K 0.11% 97
2015
Q4 		– Sell
-500
Closed -$32.7K – 248
2015
Q3 		$32.7K Sell
500
-40
-7% -$3.06K 0.07% 115
2015
Q2 		$45.8K Buy
540
+140
+35% +$12K 0.04% 119
2015
Q1 		$32K Buy
+400
New +$33.2K 0.03% 140

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BlackRock
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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return