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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BIT

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Atherton Lane Advisers's CAT Position: Q4 2015 in Review

Atherton Lane Advisers reduced its Caterpillar (CAT) stake by 8.4% in Q4 2015, selling an estimated $31.5K and leaving 4,887 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #169.

Atherton Lane Advisers first reported a position in CAT in Q2 2013 and has held it in 11 quarters since. The position peaked at $20.8M in Q2 2014. 1,067 funds tracked by Wall St. Rank hold CAT as of Q4 2015.

Atherton Lane Advisers held 4,887 shares of Caterpillar worth $332K as of Q4 2015.
Atherton Lane Advisers sold 450 Caterpillar shares in Q4 2015, an estimated $31.5K.
Caterpillar made up 0.02% of Atherton Lane Advisers's portfolio in Q4 2015, its #169 holding.
Atherton Lane Advisers first reported a position in Caterpillar in Q2 2013 and has held it in 11 quarters since.
Atherton Lane Advisers's Caterpillar position peaked at $20.8M in Q2 2014.
1,067 funds tracked by Wall St. Rank held Caterpillar as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.