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Sheets Smith Wealth Management’s Caterpillar CAT Stock Holding History

Sheets Smith Wealth Management’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
Q2 		– Sell
-2,600
Closed -$383K – 309
2018
Q1 		$383K Sell
2,600
-50
-2% -$7.89K 0.09% 219
2017
Q4 		$418K Buy
2,650
+65
+3% +$9.02K 0.1% 212
2017
Q3 		$322K Buy
+2,585
New +$298K 0.08% 233

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sheets Smith Wealth Management's CAT Position: Q2 2018 in Review

Sheets Smith Wealth Management sold out of Caterpillar (CAT) in Q2 2018, closing a stake of 2,600 shares — an estimated $383K sold.

Sheets Smith Wealth Management first reported a position in CAT in Q3 2017 and held it in 3 quarters. The position peaked at $418K in Q4 2017. 1,513 funds tracked by Wall St. Rank hold CAT as of Q2 2018.

  • Sheets Smith Wealth Management reported no remaining Caterpillar position as of Q2 2018 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 2,600 Caterpillar shares in Q2 2018, an estimated $383K.
  • Sheets Smith Wealth Management first reported a position in Caterpillar in Q3 2017 and held it in 3 quarters.
  • Sheets Smith Wealth Management's Caterpillar position peaked at $418K in Q4 2017.
  • 1,513 funds tracked by Wall St. Rank held Caterpillar as of Q2 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2018, filed 26 Jul 2018.