WealthOne’s Caterpillar CAT Stock Holding History

WealthOne’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	-187	Closed	-$24K	–	130
2018 Q4	$24K	Buy	+187	New	+$24.3K	0.02%	253

Other funds holding CAT

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

WealthOne's CAT Position: Q1 2019 in Review

WealthOne sold out of Caterpillar (CAT) in Q1 2019, closing a stake of 187 shares — an estimated $24K sold.

WealthOne first reported a position in CAT in Q4 2018 and held it in 1 quarter. The position peaked at $24K in Q4 2018. 1,595 funds tracked by Wall St. Rank hold CAT as of Q1 2019.

WealthOne reported no remaining Caterpillar position as of Q1 2019 after selling out during the quarter.
WealthOne sold 187 Caterpillar shares in Q1 2019, an estimated $24K.
WealthOne first reported a position in Caterpillar in Q4 2018 and held it in 1 quarter.
WealthOne's Caterpillar position peaked at $24K in Q4 2018.
1,595 funds tracked by Wall St. Rank held Caterpillar as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.