VIA
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Vantage Investment Advisors’s Caterpillar CAT Stock Holding History

Vantage Investment Advisors’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
Q3 		$331K Buy
2,261
+247
+12% +$34.9K 0.07% 119
2018
Q2 		$273K Sell
2,014
-400
-17% -$59.8K 0.07% 121
2018
Q1 		$141K Buy
2,414
+1,348
+126% +$213K 0.04% 167
2017
Q4 		$168K Hold
1,066
– – 0.04% 162
2017
Q3 		$133K Buy
1,066
+140
+15% +$16.1K 0.03% 166
2017
Q2 		$100K Sell
926
-4
-0.4% -$406 0.03% 181
2017
Q1 		$86K Buy
930
+1
+0.1% +$95 0.03% 193
2016
Q4 		$86K Hold
929
– – 0.03% 183
2016
Q3 		$82K Sell
929
-359
-28% -$29.4K 0.04% 187
2016
Q2 		$98K Buy
1,288
+19
+1% +$1.42K 0.04% 177
2016
Q1 		$97K Sell
1,269
-15
-1% -$1.01K 0.04% 167
2015
Q4 		$87K Sell
1,284
-240
-16% -$16.8K 0.04% 175
2015
Q3 		$100K Sell
1,524
-111
-7% -$8.49K 0.06% 150
2015
Q2 		$139K Sell
1,635
-1,480
-48% -$127K 0.08% 136
2015
Q1 		$249K Buy
3,115
+1,655
+113% +$138K 0.07% 143
2014
Q4 		$134K Sell
1,460
-80
-5% -$7.79K 0.08% 134
2014
Q3 		$153K Hold
1,540
– – 0.09% 123
2014
Q2 		$167K Buy
1,540
+60
+4% +$6.3K 0.1% 118
2014
Q1 		$147K Hold
1,480
– – 0.1% 125
2013
Q4 		$134K Buy
+1,480
New +$126K 0.09% 126

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 $5.7T 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return