Sentry Investments’s Caterpillar CAT Stock Holding History

Sentry Investments’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	$10.5M	Buy	+71,550	New	+$11.3M	0.16%	101

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

Sentry Investments's CAT Position: Q1 2018 in Review

Sentry Investments opened a new position in Caterpillar (CAT) in Q1 2018: 71,550 shares worth $10.5M. The stake represents 0.16% of the portfolio and ranks #101 among its holdings.

1,506 funds tracked by Wall St. Rank hold CAT as of Q1 2018.

Sentry Investments held 71,550 shares of Caterpillar worth $10.5M as of Q1 2018.
Caterpillar was a new Sentry Investments position in Q1 2018.
Caterpillar made up 0.16% of Sentry Investments's portfolio in Q1 2018, its #101 holding.
1,506 funds tracked by Wall St. Rank held Caterpillar as of Q1 2018.

Based on Sentry Investments's 13F filing for Q1 2018, filed 11 May 2018.