CAT (CATERPILLAR INC)

Machinery-Constr&Mining, Machinery-Constr&Mining, Industrial


Portfolios holding CAT - sorted by percentage allocation

The Russell 1000 Producer Durables Managed Portfolio includes stocks of companies that manufacture products and provide services that consumers purchase on a discretionary basis.

Strategy
Index Tracker

This portfolio is new to IB Asset Management and does not have 365 days worth of daily performance data required for us to calculate risk metrics.

Sharpe ratio
-
Performance
Risk score
Fees
  • 0.2% fee
  • $5,000 min

The Growth portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap growth stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost. Stocks are compared against their sector peers, and those with attractive growth ratios receive higher allocations.

Strategy
IB Smart Beta
Sharpe ratio
1.14 365 days
Performance
15.6% 365 days
Risk score
Fees
  • 0.08% fee
  • $5,000 min

The Russell Top 200 Managed Portfolio seeks to invest in the top 200 large-capitalization U.S. equities.

Strategy
Index Tracker

This portfolio is new to IB Asset Management and does not have 365 days worth of daily performance data required for us to calculate risk metrics.

Sharpe ratio
-
Performance
Risk score
Fees
  • 0.2% fee
  • $5,000 min

The Broad Market portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.

Strategy
IB Smart Beta
Sharpe ratio
1.18 365 days
Performance
15.7% 365 days
Risk score
Fees
  • 0.08% fee
  • $5,000 min

Cable Car Capital invests globally in public companies. The firm screens public companies using an intensive, fundamental research process that seeks to identify mispriced securities using a value-oriented approach with a multi-year time horizon. Cable Car Capital capitalizes opportunistically on shorter-term or special situation (e.g. spinoffs, reorganizations, merger arbitrage) opportunities while maintaining a concentrated core portfolio of contrarian/out-of-favor but high-quality longs and over-hyped or mismanaged single-name shorts. For non-U.S. public companies, Cable Car utilizes American Depository Receipts which are called ADRs. These are receipts of shares of foreign companies that trade on the U.S. stock market exchanges.

Strategy
Stocks
Sharpe ratio
0.41 365 days
Performance
6.6% 365 days
Risk score
Fees
  • 1.5% fee
  • $30,000 min


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Portfolios in the same sector - sorted by percentage allocation

The Small Cap Value portfolio is a portfolio designed to systematically deliver return and risk characteristics of small cap value stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.

Strategy
IB Smart Beta
Sharpe ratio
0.85 365 days
Performance
13.4% 365 days
Risk score
Fees
  • 0.08% fee
  • $5,000 min

The Small Cap Growth portfolio is a portfolio designed to systematically deliver return and risk characteristics of small cap growth stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.

Strategy
IB Smart Beta
Sharpe ratio
1.19 365 days
Performance
17.9% 365 days
Risk score
Fees
  • 0.08% fee
  • $5,000 min

The Quality portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap quality stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.

Strategy
IB Smart Beta
Sharpe ratio
0.99 365 days
Performance
12.7% 365 days
Risk score
Fees
  • 0.08% fee
  • $5,000 min

The Small Cap Broad Market portfolio is a portfolio designed to systematically deliver return and risk characteristics of small cap stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.

Strategy
IB Smart Beta
Sharpe ratio
1.35 365 days
Performance
19.8% 365 days
Risk score
Fees
  • 0.08% fee
  • $5,000 min

The Small Cap Dividend portfolio is a portfolio designed to systematically deliver return and risk characteristics of small cap high dividend stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.

Strategy
IB Smart Beta
Sharpe ratio
1.03 365 days
Performance
15.5% 365 days
Risk score
Fees
  • 0.08% fee
  • $5,000 min



Important Information

  1. Past performance is no guarantee of future results.
  2. Periodic and since and the corresponding spark chart is calculated to the most recent month end date.
  3. Benchmark returns have been calculated by IB Asset Management using a time-weighted calculation of daily index valuations.
  4. All graph data is as of the end of day for the referenced period, unless otherwise specified.