VAIA
CAT icon

Virtus Alternative Investment Advisers’s Caterpillar CAT Stock Holding History

Virtus Alternative Investment Advisers’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
2019
Q1 		– Sell
-1,038
Closed -$132K – 14
2018
Q4 		$132K Buy
1,038
+12
+1% +$1.56K 0.07% 47
2018
Q3 		$156K Buy
+1,026
New +$145K 0.06% 62

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Virtus Alternative Investment Advisers's CAT Position: Q1 2019 in Review

Virtus Alternative Investment Advisers sold out of Caterpillar (CAT) in Q1 2019, closing a stake of 1,038 shares — an estimated $132K sold.

Virtus Alternative Investment Advisers first reported a position in CAT in Q3 2018 and held it in 2 quarters. The position peaked at $156K in Q3 2018. 1,594 funds tracked by Wall St. Rank hold CAT as of Q1 2019.

  • Virtus Alternative Investment Advisers reported no remaining Caterpillar position as of Q1 2019 after selling out during the quarter.
  • Virtus Alternative Investment Advisers sold 1,038 Caterpillar shares in Q1 2019, an estimated $132K.
  • Virtus Alternative Investment Advisers first reported a position in Caterpillar in Q3 2018 and held it in 2 quarters.
  • Virtus Alternative Investment Advisers's Caterpillar position peaked at $156K in Q3 2018.
  • 1,594 funds tracked by Wall St. Rank held Caterpillar as of Q1 2019.

Based on Virtus Alternative Investment Advisers's 13F filing for Q1 2019, filed 15 May 2019.