Sharkey, Howes & Javer’s Caterpillar CAT Stock Holding History

Sharkey, Howes & Javer’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 Q3	–	Sell	-100	Closed	-$14K	–	73
2019 Q2	$14K	Hold	100	–	–	0.01%	143
2019 Q1	$14K	Hold	100	–	–	0.01%	147
2018 Q4	$13K	Hold	100	–	–	0.01%	145
2018 Q3	$15K	Hold	100	–	–	0.01%	153
2018 Q2	$14K	Hold	100	–	–	0.01%	150
2018 Q1	$14K	Hold	100	–	–	0.01%	140
2017 Q4	$16K	Hold	100	–	–	0.01%	134
2017 Q3	$13K	Hold	100	–	–	0.01%	142
2017 Q2	$11K	Hold	100	–	–	0.01%	150
2017 Q1	$9K	Hold	100	–	–	﹤0.01%	163
2016 Q4	$9K	Hold	100	–	–	0.01%	167
2016 Q3	$9K	Hold	100	–	–	0.01%	166
2016 Q2	$8K	Hold	100	–	–	0.01%	173
2016 Q1	$8K	Hold	100	–	–	0.01%	188
2015 Q4	$7K	Sell	100 -168	-63%	-$11.7K	﹤0.01%	190
2015 Q3	$19K	Sell	268 -64	-19%	-$4.89K	0.01%	154
2015 Q2	$28K	Buy	+332	New	+$28.5K	0.02%	124

Other funds holding CAT

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Sharkey, Howes & Javer's CAT Position: Q3 2019 in Review

Sharkey, Howes & Javer sold out of Caterpillar (CAT) in Q3 2019, closing a stake of 100 shares — an estimated $14K sold.

Sharkey, Howes & Javer first reported a position in CAT in Q2 2015 and held it in 17 quarters. The position peaked at $28K in Q2 2015. 1,479 funds tracked by Wall St. Rank hold CAT as of Q3 2019.

Sharkey, Howes & Javer reported no remaining Caterpillar position as of Q3 2019 after selling out during the quarter.
Sharkey, Howes & Javer sold 100 Caterpillar shares in Q3 2019, an estimated $14K.
Sharkey, Howes & Javer first reported a position in Caterpillar in Q2 2015 and held it in 17 quarters.
Sharkey, Howes & Javer's Caterpillar position peaked at $28K in Q2 2015.
1,479 funds tracked by Wall St. Rank held Caterpillar as of Q3 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2019, filed 1 Nov 2019.