Santori & Peters Inc’s Caterpillar CAT Stock Holding History

Santori & Peters Inc’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 Q1	–	Sell	-99	Closed	-$14K	–	129
2017 Q4	$14K	Buy	+99	New	+$13.7K	0.01%	251

Other funds holding CAT

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Santori & Peters Inc's CAT Position: Q1 2018 in Review

Santori & Peters Inc sold out of Caterpillar (CAT) in Q1 2018, closing a stake of 99 shares — an estimated $14K sold.

Santori & Peters Inc first reported a position in CAT in Q4 2017 and held it in 1 quarter. The position peaked at $14K in Q4 2017. 1,506 funds tracked by Wall St. Rank hold CAT as of Q1 2018.

Santori & Peters Inc reported no remaining Caterpillar position as of Q1 2018 after selling out during the quarter.
Santori & Peters Inc sold 99 Caterpillar shares in Q1 2018, an estimated $14K.
Santori & Peters Inc first reported a position in Caterpillar in Q4 2017 and held it in 1 quarter.
Santori & Peters Inc's Caterpillar position peaked at $14K in Q4 2017.
1,506 funds tracked by Wall St. Rank held Caterpillar as of Q1 2018.

Based on Santori & Peters Inc's 13F filing for Q1 2018, filed 16 Apr 2018.