SIG
CAT icon

Stanford Investment Group’s Caterpillar CAT Stock Holding History

Stanford Investment 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
2017
Q1 		– Sell
-270
Closed -$25K – 48
2016
Q4 		$25K Buy
+270
New +$24.5K 0.01% 223

Other funds holding CAT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stanford Investment Group's CAT Position: Q1 2017 in Review

Stanford Investment Group sold out of Caterpillar (CAT) in Q1 2017, closing a stake of 270 shares — an estimated $25K sold.

Stanford Investment Group first reported a position in CAT in Q4 2016 and held it in 1 quarter. The position peaked at $25K in Q4 2016. 1,143 funds tracked by Wall St. Rank hold CAT as of Q1 2017.

  • Stanford Investment Group reported no remaining Caterpillar position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 270 Caterpillar shares in Q1 2017, an estimated $25K.
  • Stanford Investment Group first reported a position in Caterpillar in Q4 2016 and held it in 1 quarter.
  • Stanford Investment Group's Caterpillar position peaked at $25K in Q4 2016.
  • 1,143 funds tracked by Wall St. Rank held Caterpillar as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.