UWM
CAT icon

USAdvisors Wealth Management’s Caterpillar CAT Stock Holding History

USAdvisors Wealth 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
Q1 		– Sell
-2,643
Closed -$416K – 62
2017
Q4 		$416K Buy
+2,643
New +$367K 0.36% 29

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

USAdvisors Wealth Management's CAT Position: Q1 2018 in Review

USAdvisors Wealth Management sold out of Caterpillar (CAT) in Q1 2018, closing a stake of 2,643 shares — an estimated $416K sold.

USAdvisors Wealth Management first reported a position in CAT in Q4 2017 and held it in 1 quarter. The position peaked at $416K in Q4 2017. 1,506 funds tracked by Wall St. Rank hold CAT as of Q1 2018.

  • USAdvisors Wealth Management reported no remaining Caterpillar position as of Q1 2018 after selling out during the quarter.
  • USAdvisors Wealth Management sold 2,643 Caterpillar shares in Q1 2018, an estimated $416K.
  • USAdvisors Wealth Management first reported a position in Caterpillar in Q4 2017 and held it in 1 quarter.
  • USAdvisors Wealth Management's Caterpillar position peaked at $416K in Q4 2017.
  • 1,506 funds tracked by Wall St. Rank held Caterpillar as of Q1 2018.

Based on USAdvisors Wealth Management's 13F filing for Q1 2018, filed 18 Apr 2018.