AAM
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Autus Asset Management’s Caterpillar CAT Stock Holding History

Autus Asset 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
2016
Q4 		– Sell
-2,541
Closed -$226K – 149
2016
Q3 		$226K Sell
2,541
-360
-12% -$29.5K 0.05% 144
2016
Q2 		$220K Sell
2,901
-635
-18% -$47.6K 0.05% 148
2016
Q1 		$271K Sell
3,536
-4,620
-57% -$310K 0.07% 138
2015
Q4 		$554K Buy
+8,156
New +$570K 0.14% 109
2013
Q4 		– Sell
-2,850
Closed -$238K – 115
2013
Q3 		$238K Sell
2,850
-825
-22% -$69.8K 0.1% 105
2013
Q2 		$303K Buy
+3,675
New +$313K 0.14% 94

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