SKK
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Shepherd Kaplan Krochuk’s Caterpillar CAT Stock Holding History

Shepherd Kaplan Krochuk’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
Q2 		– Sell
-4,000
Closed -$542K – 166
2019
Q1 		$542K Hold
4,000
– – 0.34% 79
2018
Q4 		$508K Hold
4,000
– – 0.35% 83
2018
Q3 		$610K Hold
4,000
– – 0.31% 75
2018
Q2 		$543K Hold
4,000
– – 0.33% 81
2018
Q1 		$590K Hold
4,000
– – 0.36% 81
2017
Q4 		$630K Buy
+4,000
New +$555K 0.39% 73

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Shepherd Kaplan Krochuk's CAT Position: Q2 2019 in Review

Shepherd Kaplan Krochuk sold out of Caterpillar (CAT) in Q2 2019, closing a stake of 4,000 shares — an estimated $542K sold.

Shepherd Kaplan Krochuk first reported a position in CAT in Q4 2017 and held it in 6 quarters. The position peaked at $630K in Q4 2017. 1,555 funds tracked by Wall St. Rank hold CAT as of Q2 2019.

  • Shepherd Kaplan Krochuk reported no remaining Caterpillar position as of Q2 2019 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 4,000 Caterpillar shares in Q2 2019, an estimated $542K.
  • Shepherd Kaplan Krochuk first reported a position in Caterpillar in Q4 2017 and held it in 6 quarters.
  • Shepherd Kaplan Krochuk's Caterpillar position peaked at $630K in Q4 2017.
  • 1,555 funds tracked by Wall St. Rank held Caterpillar as of Q2 2019.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2019, filed 12 Aug 2019.