RCA
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Rowland Carmichael Advisors’s Caterpillar CAT Stock Holding History

Rowland Carmichael 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 		– Sell
-12,379
Closed -$1.15M – 288
2016
Q4 		$1.15M Sell
12,379
-179
-1% -$16.2K 0.68% 32
2016
Q3 		$1.11M Buy
12,558
+197
+2% +$16.1K 0.71% 35
2016
Q2 		$937K Buy
12,361
+2,172
+21% +$163K 0.59% 57
2016
Q1 		$780K Buy
+10,189
New +$683K 0.72% 42

Other funds holding CAT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Rowland Carmichael Advisors's CAT Position: Q1 2017 in Review

Rowland Carmichael Advisors sold out of Caterpillar (CAT) in Q1 2017, closing a stake of 12,379 shares — an estimated $1.15M sold.

Rowland Carmichael Advisors first reported a position in CAT in Q1 2016 and held it in 4 quarters. The position peaked at $1.15M in Q4 2016. 1,143 funds tracked by Wall St. Rank hold CAT as of Q1 2017.

  • Rowland Carmichael Advisors reported no remaining Caterpillar position as of Q1 2017 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 12,379 Caterpillar shares in Q1 2017, an estimated $1.15M.
  • Rowland Carmichael Advisors first reported a position in Caterpillar in Q1 2016 and held it in 4 quarters.
  • Rowland Carmichael Advisors's Caterpillar position peaked at $1.15M in Q4 2016.
  • 1,143 funds tracked by Wall St. Rank held Caterpillar as of Q1 2017.

Based on Rowland Carmichael Advisors's 13F filing for Q1 2017, filed 10 Feb 2020.