Spot Trading’s Caterpillar CAT Stock Holding History

Spot Trading’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
2017 Q3	–	Hold	0	–	–	–	3131
2017 Q2	–	Hold	0	–	–	–	3229
2017 Q1	–	Hold	0	–	–	–	2984
2016 Q4	–	Hold	0	–	–	–	2846
2016 Q3	–	Hold	0	–	–	–	3152
2016 Q2	–	Sell	-78	Closed	-$5.84K	–	3387
2016 Q1	$6K	Sell	78 -78,098	-100%	-$5.24M	﹤0.01%	3206
2015 Q4	$5.31M	Sell	78,176 -16,418	-17%	-$1.15M	0.4%	468
2015 Q3	$6.18M	Buy	94,594 +5,060	+6%	+$387K	0.4%	409
2015 Q2	$7.59M	Buy	89,534 +13,230	+17%	+$1.14M	0.46%	366
2015 Q1	$6.11M	Buy	76,304 +64,759	+561%	+$5.38M	0.39%	448
2014 Q4	$1.06M	Buy	+11,545	New	+$1.12M	0.05%	1840
2014 Q3	–	Hold	0	–	–	–	4362
2014 Q2	–	Hold	0	–	–	–	4593
2014 Q1	–	Sell	-44,678	Closed	-$4.21M	–	4230
2013 Q4	$4.06M	Sell	44,678 -84,358	-65%	-$7.2M	0.16%	1024
2013 Q3	$10.8M	Buy	129,036 +16,293	+14%	+$1.38M	0.56%	338
2013 Q2	$9.3M	Buy	+112,743	New	+$9.59M	0.5%	399

Other funds holding CAT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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

Capital World Investors

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

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

Gates Foundation Trust

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

Primecap Management

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

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