SIM
CAT icon

Spark Investment Management’s Caterpillar CAT Stock Holding History

Spark Investment 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
2019
Q1 		– Sell
-1,700
Closed -$216K – 650
2018
Q4 		$216K Buy
+1,700
New +$221K 0.01% 491
2014
Q4 		– Sell
-8,900
Closed -$881K – 706
2014
Q3 		$881K Sell
8,900
-300
-3% -$31.8K 0.13% 227
2014
Q2 		$999K Buy
+9,200
New +$966K 0.15% 218

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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Spark Investment Management's CAT Position: Q1 2019 in Review

Spark Investment Management sold out of Caterpillar (CAT) in Q1 2019, closing a stake of 1,700 shares — an estimated $216K sold.

Spark Investment Management first reported a position in CAT in Q2 2014 and held it in 3 quarters. The position peaked at $999K in Q2 2014. 1,595 funds tracked by Wall St. Rank hold CAT as of Q1 2019.

  • Spark Investment Management reported no remaining Caterpillar position as of Q1 2019 after selling out during the quarter.
  • Spark Investment Management sold 1,700 Caterpillar shares in Q1 2019, an estimated $216K.
  • Spark Investment Management first reported a position in Caterpillar in Q2 2014 and held it in 3 quarters.
  • Spark Investment Management's Caterpillar position peaked at $999K in Q2 2014.
  • 1,595 funds tracked by Wall St. Rank held Caterpillar as of Q1 2019.

Based on Spark Investment Management's 13F filing for Q1 2019, filed 7 May 2019.