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Rosenblum Silverman Sutton’s Caterpillar CAT Stock Holding History

Rosenblum Silverman Sutton’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
2019
Q1 		– Sell
-44,005
Closed -$3.96M – 57
2018
Q4 		$3.96M Buy
44,005
+18,041
+69% +$2.35M 1.8% 22
2018
Q3 		$3.96M Sell
25,964
-2,890
-10% -$409K 1.31% 27
2018
Q2 		$3.92M Sell
28,854
-1,470
-5% -$220K 1.36% 30
2018
Q1 		$4.47M Buy
+30,324
New +$4.79M 1.59% 25

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Rosenblum Silverman Sutton's CAT Position: Q1 2019 in Review

Rosenblum Silverman Sutton sold out of Caterpillar (CAT) in Q1 2019, closing a stake of 44,005 shares — an estimated $3.96M sold.

Rosenblum Silverman Sutton first reported a position in CAT in Q1 2018 and held it in 4 quarters. The position peaked at $4.47M in Q1 2018. 1,594 funds tracked by Wall St. Rank hold CAT as of Q1 2019.

  • Rosenblum Silverman Sutton reported no remaining Caterpillar position as of Q1 2019 after selling out during the quarter.
  • Rosenblum Silverman Sutton sold 44,005 Caterpillar shares in Q1 2019, an estimated $3.96M.
  • Rosenblum Silverman Sutton first reported a position in Caterpillar in Q1 2018 and held it in 4 quarters.
  • Rosenblum Silverman Sutton's Caterpillar position peaked at $4.47M in Q1 2018.
  • 1,594 funds tracked by Wall St. Rank held Caterpillar as of Q1 2019.

Based on Rosenblum Silverman Sutton's 13F filing for Q1 2019, filed 25 Apr 2019.