Signature Financial Management’s Caterpillar CAT Stock Holding History

Signature Financial 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 Q4	$300K	Buy	2,344 +700	+43%	+$91.1K	0.07%	97
2018 Q3	$250K	Hold	1,644	–	–	0.04%	135
2018 Q2	$224K	Hold	1,644	–	–	0.05%	146
2018 Q1	$243K	Sell	1,644 -831	-34%	-$131K	0.05%	140
2017 Q4	$391K	Sell	2,475 -1,199	-33%	-$166K	0.11%	85
2017 Q3	$410K	Buy	3,674 +1,199	+48%	+$138K	0.13%	99
2017 Q2	$267K	Hold	2,475	–	–	0.08%	122
2017 Q1	$228K	Buy	2,475 +100	+4%	+$9.47K	0.07%	136
2016 Q4	$219K	Hold	2,375	–	–	0.08%	129
2016 Q3	$210K	Buy	+2,375	New	+$194K	0.09%	122
2014 Q3	–	Sell	-2,029	Closed	-$220K	–	90
2014 Q2	$220K	Buy	2,029 +1	+0%	+$105	0.17%	77
2014 Q1	$202K	Buy	+2,028	New	+$191K	0.17%	69

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Signature Financial Management's CAT Position: Q4 2018 in Review

Signature Financial Management increased its Caterpillar (CAT) stake by 43% in Q4 2018, buying an estimated $91.1K and bringing the position to 2,344 shares worth $300K. The position accounts for 0.07% of the portfolio, ranked #97.

Signature Financial Management first reported a position in CAT in Q1 2014 and has held it in 12 quarters since. The position peaked at $410K in Q3 2017. 1,560 funds tracked by Wall St. Rank hold CAT as of Q4 2018.

Signature Financial Management held 2,344 shares of Caterpillar worth $300K as of Q4 2018.
Signature Financial Management bought 700 Caterpillar shares in Q4 2018, an estimated $91.1K.
Caterpillar made up 0.07% of Signature Financial Management's portfolio in Q4 2018, its #97 holding.
Signature Financial Management first reported a position in Caterpillar in Q1 2014 and has held it in 12 quarters since.
Signature Financial Management's Caterpillar position peaked at $410K in Q3 2017.
1,560 funds tracked by Wall St. Rank held Caterpillar as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.