Alley Company’s Caterpillar CAT Stock Holding History

Alley Company’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
2013 Q3	–	Sell	-13,946	Closed	-$1.15M	–	72
2013 Q2	$1.15M	Buy	+13,946	New	+$1.19M	0.96%	54

Other funds holding CAT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alley Company's CAT Position: Q3 2013 in Review

Alley Company sold out of Caterpillar (CAT) in Q3 2013, closing a stake of 13,946 shares — an estimated $1.15M sold.

Alley Company first reported a position in CAT in Q2 2013 and held it in 1 quarter. The position peaked at $1.15M in Q2 2013. 1,071 funds tracked by Wall St. Rank hold CAT as of Q3 2013.

Alley Company reported no remaining Caterpillar position as of Q3 2013 after selling out during the quarter.
Alley Company sold 13,946 Caterpillar shares in Q3 2013, an estimated $1.15M.
Alley Company first reported a position in Caterpillar in Q2 2013 and held it in 1 quarter.
Alley Company's Caterpillar position peaked at $1.15M in Q2 2013.
1,071 funds tracked by Wall St. Rank held Caterpillar as of Q3 2013.

Based on Alley Company's 13F filing for Q3 2013, filed 9 Dec 2013.