ALA
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Atherton Lane Advisers’s Caterpillar CAT Stock Holding History

Atherton Lane Advisers’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 		$332K Sell
4,887
-450
-8% -$31.5K 0.02% 169
2015
Q3 		$349K Sell
5,337
-1,618
-23% -$124K 0.02% 161
2015
Q2 		$590K Sell
6,955
-15,276
-69% -$1.31M 0.03% 139
2015
Q1 		$1.78M Sell
22,231
-175,610
-89% -$14.6M 0.1% 88
2014
Q4 		$18.1M Buy
197,841
+6,081
+3% +$592K 0.99% 53
2014
Q3 		$19M Sell
191,760
-16
-0% -$1.7K 1.08% 43
2014
Q2 		$20.8M Sell
191,776
-2,442
-1% -$256K 1.16% 45
2014
Q1 		$19.3M Sell
194,218
-1,210
-0.6% -$114K 1.19% 44
2013
Q4 		$17.7M Sell
195,428
-12,538
-6% -$1.07M 1.12% 49
2013
Q3 		$17.3M Buy
207,966
+870
+0.4% +$73.6K 1.19% 51
2013
Q2 		$17.1M Buy
+207,096
New +$17.6M 1.25% 44

Other funds holding CAT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $74.9B 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