William Blair Investment Management
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William Blair Investment Management’s Caterpillar CAT Stock Holding History

William Blair Investment 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
2018
Q3 		– Sell
-23,258
Closed -$3.15M – 433
2018
Q2 		$3.15M Hold
23,258
– – 0.01% 379
2018
Q1 		$3.43M Hold
23,258
– – 0.01% 373
2017
Q4 		$3.67M Buy
+23,258
New +$3.23M 0.01% 364

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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
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 $1.56T AUM 27.86% 1-Year Est. Return

William Blair Investment Management's CAT Position: Q3 2018 in Review

William Blair Investment Management sold out of Caterpillar (CAT) in Q3 2018, closing a stake of 23,258 shares — an estimated $3.15M sold.

William Blair Investment Management first reported a position in CAT in Q4 2017 and held it in 3 quarters. The position peaked at $3.67M in Q4 2017. 1,531 funds tracked by Wall St. Rank hold CAT as of Q3 2018.

  • William Blair Investment Management reported no remaining Caterpillar position as of Q3 2018 after selling out during the quarter.
  • William Blair Investment Management sold 23,258 Caterpillar shares in Q3 2018, an estimated $3.15M.
  • William Blair Investment Management first reported a position in Caterpillar in Q4 2017 and held it in 3 quarters.
  • William Blair Investment Management's Caterpillar position peaked at $3.67M in Q4 2017.
  • 1,531 funds tracked by Wall St. Rank held Caterpillar as of Q3 2018.

Based on William Blair Investment Management's 13F filing for Q3 2018, filed 13 Nov 2018.