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Vickerman & Driscoll Financial Advisors’s Caterpillar CAT Stock Holding History

Vickerman & Driscoll Financial 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
Q4 		– Sell
-50
Closed -$8K – 73
2018
Q3 		$8K Hold
50
– – 0.01% 103
2018
Q2 		$7K Hold
50
– – 0.01% 103
2018
Q1 		$7K Hold
50
– – 0.01% 102
2017
Q4 		$8K Buy
+50
New +$6.93K 0.01% 101

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
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

Vickerman & Driscoll Financial Advisors's CAT Position: Q4 2018 in Review

Vickerman & Driscoll Financial Advisors sold out of Caterpillar (CAT) in Q4 2018, closing a stake of 50 shares — an estimated $8K sold.

Vickerman & Driscoll Financial Advisors first reported a position in CAT in Q4 2017 and held it in 4 quarters. The position peaked at $8K in Q3 2018. 1,559 funds tracked by Wall St. Rank hold CAT as of Q4 2018.

  • Vickerman & Driscoll Financial Advisors reported no remaining Caterpillar position as of Q4 2018 after selling out during the quarter.
  • Vickerman & Driscoll Financial Advisors sold 50 Caterpillar shares in Q4 2018, an estimated $8K.
  • Vickerman & Driscoll Financial Advisors first reported a position in Caterpillar in Q4 2017 and held it in 4 quarters.
  • Vickerman & Driscoll Financial Advisors's Caterpillar position peaked at $8K in Q3 2018.
  • 1,559 funds tracked by Wall St. Rank held Caterpillar as of Q4 2018.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.