AIM
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Ada Investment Management’s Caterpillar CAT Stock Holding History

Ada 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
2015
Q4 		$288K Buy
4,244
+614
+17% +$42.9K 0.19% 213
2015
Q3 		$278K Buy
+3,630
New +$278K 0.14% 288

Other funds holding CAT

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ada Investment Management's CAT Position: Q4 2015 in Review

Ada Investment Management increased its Caterpillar (CAT) stake by 17% in Q4 2015, buying an estimated $42.9K and bringing the position to 4,244 shares worth $288K. The position accounts for 0.19% of the portfolio, ranked #213.

Ada Investment Management first reported a position in CAT in Q3 2015 and has held it in 2 quarters since. 1,066 funds tracked by Wall St. Rank hold CAT as of Q4 2015.

  • Ada Investment Management held 4,244 shares of Caterpillar worth $288K as of Q4 2015.
  • Ada Investment Management bought 614 Caterpillar shares in Q4 2015, an estimated $42.9K.
  • Caterpillar made up 0.19% of Ada Investment Management's portfolio in Q4 2015, its #213 holding.
  • Ada Investment Management first reported a position in Caterpillar in Q3 2015 and has held it in 2 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Caterpillar as of Q4 2015.

Based on Ada Investment Management's 13F filing for Q4 2015, filed 19 Feb 2016.