Sovarnum Capital’s Caterpillar CAT Stock Holding History

Sovarnum Capital’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 Q1	–	Sell	-5,500	Closed	-$867K	–	70
2017 Q4	$867K	Buy	+5,500	New	+$763K	0.59%	50

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Sovarnum Capital's CAT Position: Q1 2018 in Review

Sovarnum Capital sold out of Caterpillar (CAT) in Q1 2018, closing a stake of 5,500 shares — an estimated $867K sold.

Sovarnum Capital first reported a position in CAT in Q4 2017 and held it in 1 quarter. The position peaked at $867K in Q4 2017. 1,506 funds tracked by Wall St. Rank hold CAT as of Q1 2018.

Sovarnum Capital reported no remaining Caterpillar position as of Q1 2018 after selling out during the quarter.
Sovarnum Capital sold 5,500 Caterpillar shares in Q1 2018, an estimated $867K.
Sovarnum Capital first reported a position in Caterpillar in Q4 2017 and held it in 1 quarter.
Sovarnum Capital's Caterpillar position peaked at $867K in Q4 2017.
1,506 funds tracked by Wall St. Rank held Caterpillar as of Q1 2018.

Based on Sovarnum Capital's 13F filing for Q1 2018, filed 14 May 2018.