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Aris Wealth Services’s Caterpillar CAT Stock Holding History

Aris Wealth Services’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
Q3 		$9K Sell
145
-1,164
-89% -$89K 0.02% 222
2015
Q2 		$111K Buy
1,309
+274
+26% +$23.6K 0.1% 141
2015
Q1 		$83K Buy
+1,035
New +$86K 0.08% 159

Other funds holding CAT

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Vanguard Group
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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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aris Wealth Services's CAT Position: Q3 2015 in Review

Aris Wealth Services reduced its Caterpillar (CAT) stake by 89% in Q3 2015, selling an estimated $89K and leaving 145 shares worth $9K. The position accounts for 0.02% of the portfolio, ranked #222.

Aris Wealth Services first reported a position in CAT in Q1 2015 and has held it in 3 quarters since. The position peaked at $111K in Q2 2015. 1,058 funds tracked by Wall St. Rank hold CAT as of Q3 2015.

  • Aris Wealth Services held 145 shares of Caterpillar worth $9K as of Q3 2015.
  • Aris Wealth Services sold 1,164 Caterpillar shares in Q3 2015, an estimated $89K.
  • Caterpillar made up 0.02% of Aris Wealth Services's portfolio in Q3 2015, its #222 holding.
  • Aris Wealth Services first reported a position in Caterpillar in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Caterpillar position peaked at $111K in Q2 2015.
  • 1,058 funds tracked by Wall St. Rank held Caterpillar as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.