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Taylor Wealth Management Partners’s Caterpillar CAT Stock Holding History

Taylor Wealth Management Partners’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
-8
Closed -$1K – 162
2016
Q4 		$1K Sell
8
-35
-81% -$3.17K ﹤0.01% 160
2016
Q3 		$4K Hold
43
– – ﹤0.01% 138
2016
Q2 		$3K Buy
43
+1
+2% +$75 ﹤0.01% 132
2016
Q1 		$3K Hold
42
– – ﹤0.01% 135
2015
Q4 		$3K Buy
42
+1
+2% +$70 ﹤0.01% 127
2015
Q3 		$3K Hold
41
– – ﹤0.01% 144
2015
Q2 		$3K Buy
+41
New +$3.52K ﹤0.01% 171

Other funds holding CAT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Taylor Wealth Management Partners's CAT Position: Q1 2017 in Review

Taylor Wealth Management Partners sold out of Caterpillar (CAT) in Q1 2017, closing a stake of 8 shares — an estimated $1K sold.

Taylor Wealth Management Partners first reported a position in CAT in Q2 2015 and held it in 7 quarters. The position peaked at $4K in Q3 2016. 1,143 funds tracked by Wall St. Rank hold CAT as of Q1 2017.

  • Taylor Wealth Management Partners reported no remaining Caterpillar position as of Q1 2017 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 8 Caterpillar shares in Q1 2017, an estimated $1K.
  • Taylor Wealth Management Partners first reported a position in Caterpillar in Q2 2015 and held it in 7 quarters.
  • Taylor Wealth Management Partners's Caterpillar position peaked at $4K in Q3 2016.
  • 1,143 funds tracked by Wall St. Rank held Caterpillar as of Q1 2017.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2017, filed 24 Apr 2017.