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Suvretta Capital Management’s Caterpillar CAT Stock Holding History

Suvretta Capital 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
2018
Q4 		– Sell
-1,271,655
Closed -$194M – 25
2018
Q3 		$194M Buy
+1,271,655
New +$180M 4.46% 13

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BlackRock
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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Suvretta Capital Management's CAT Position: Q4 2018 in Review

Suvretta Capital Management sold out of Caterpillar (CAT) in Q4 2018, closing a stake of 1,271,655 shares — an estimated $194M sold.

Suvretta Capital Management first reported a position in CAT in Q3 2018 and held it in 1 quarter. The position peaked at $194M in Q3 2018. 1,559 funds tracked by Wall St. Rank hold CAT as of Q4 2018.

  • Suvretta Capital Management reported no remaining Caterpillar position as of Q4 2018 after selling out during the quarter.
  • Suvretta Capital Management sold 1,271,655 Caterpillar shares in Q4 2018, an estimated $194M.
  • Suvretta Capital Management first reported a position in Caterpillar in Q3 2018 and held it in 1 quarter.
  • Suvretta Capital Management's Caterpillar position peaked at $194M in Q3 2018.
  • 1,559 funds tracked by Wall St. Rank held Caterpillar as of Q4 2018.

Based on Suvretta Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.