Sound View Wealth Advisors’s Caterpillar CAT Stock Holding History

Sound View Wealth Advisors’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 Q1	$793K	Buy	5,855 +1,391	+31%	+$185K	0.25%	103
2018 Q4	$567K	Buy	+4,464	New	+$581K	0.21%	117

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sound View Wealth Advisors's CAT Position: Q1 2019 in Review

Sound View Wealth Advisors increased its Caterpillar (CAT) stake by 31% in Q1 2019, buying an estimated $185K and bringing the position to 5,855 shares worth $793K. The position accounts for 0.25% of the portfolio, ranked #103.

Sound View Wealth Advisors first reported a position in CAT in Q4 2018 and has held it in 2 quarters since. 1,594 funds tracked by Wall St. Rank hold CAT as of Q1 2019.

Sound View Wealth Advisors held 5,855 shares of Caterpillar worth $793K as of Q1 2019.
Sound View Wealth Advisors bought 1,391 Caterpillar shares in Q1 2019, an estimated $185K.
Caterpillar made up 0.25% of Sound View Wealth Advisors's portfolio in Q1 2019, its #103 holding.
Sound View Wealth Advisors first reported a position in Caterpillar in Q4 2018 and has held it in 2 quarters since.
1,594 funds tracked by Wall St. Rank held Caterpillar as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.