Vector Wealth Management’s Caterpillar CAT Stock Holding History

Vector 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
2016 Q4	$354K	Buy	3,816 +34	+0.9%	+$3.08K	0.25%	54
2016 Q3	$335K	Buy	3,782 +37	+1%	+$3.03K	0.23%	57
2016 Q2	$284K	Sell	3,745 -400	-10%	-$30K	0.19%	62
2016 Q1	$317K	Sell	4,145 -192	-4%	-$12.9K	0.23%	52
2015 Q4	$295K	Hold	4,337	–	–	0.23%	60
2015 Q3	$315K	Hold	4,337	–	–	0.25%	54
2015 Q2	$368K	Hold	4,337	–	–	0.29%	43
2015 Q1	$347K	Buy	4,337 +121	+3%	+$10.1K	0.28%	42
2014 Q4	$385K	Sell	4,216 -73	-2%	-$7.11K	0.29%	35
2014 Q3	$425K	Sell	4,289 -1	-0%	-$106	0.31%	29
2014 Q2	$466K	Buy	4,290 +35	+0.8%	+$3.67K	0.34%	26
2014 Q1	$423K	Sell	4,255 -1,220	-22%	-$115K	0.31%	27
2013 Q4	$498K	Sell	5,475 -515	-9%	-$44K	0.35%	26
2013 Q3	$499K	Buy	5,990 +7	+0.1%	+$592	0.36%	29
2013 Q2	$494K	Buy	+5,983	New	+$509K	0.36%	26

Other funds holding CAT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Vector Wealth Management's CAT Position: Q4 2016 in Review

Vector Wealth Management increased its Caterpillar (CAT) stake by 0.9% in Q4 2016, buying an estimated $3.08K and bringing the position to 3,816 shares worth $354K. The position accounts for 0.25% of the portfolio, ranked #54.

Vector Wealth Management first reported a position in CAT in Q2 2013 and has held it in 15 quarters since. The position peaked at $499K in Q3 2013. 1,162 funds tracked by Wall St. Rank hold CAT as of Q4 2016.

Vector Wealth Management held 3,816 shares of Caterpillar worth $354K as of Q4 2016.
Vector Wealth Management bought 34 Caterpillar shares in Q4 2016, an estimated $3.08K.
Caterpillar made up 0.25% of Vector Wealth Management's portfolio in Q4 2016, its #54 holding.
Vector Wealth Management first reported a position in Caterpillar in Q2 2013 and has held it in 15 quarters since.
Vector Wealth Management's Caterpillar position peaked at $499K in Q3 2013.
1,162 funds tracked by Wall St. Rank held Caterpillar as of Q4 2016.

Based on Vector Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.