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Signature Wealth Management Group’s Caterpillar CAT Stock Holding History

Signature Wealth Management Group’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 		– Sell
-108
Closed -$12K – 104
2018
Q3 		$12K Hold
108
– – 0.01% 167
2018
Q2 		$15K Hold
108
– – 0.01% 156
2018
Q1 		$16K Sell
108
-12
-10% -$1.9K 0.01% 153
2017
Q4 		$19K Buy
+120
New +$16.6K 0.01% 147

Other funds holding CAT

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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Signature Wealth Management Group's CAT Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Caterpillar (CAT) in Q4 2018, closing a stake of 108 shares — an estimated $12K sold.

Signature Wealth Management Group first reported a position in CAT in Q4 2017 and held it in 4 quarters. The position peaked at $19K in Q4 2017. 1,559 funds tracked by Wall St. Rank hold CAT as of Q4 2018.

  • Signature Wealth Management Group reported no remaining Caterpillar position as of Q4 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 108 Caterpillar shares in Q4 2018, an estimated $12K.
  • Signature Wealth Management Group first reported a position in Caterpillar in Q4 2017 and held it in 4 quarters.
  • Signature Wealth Management Group's Caterpillar position peaked at $19K in Q4 2017.
  • 1,559 funds tracked by Wall St. Rank held Caterpillar as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.