BT
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Bankers Trust’s Caterpillar CAT Stock Holding History

Bankers Trust’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
2014
Q2 		$234K Sell
2,157
-160
-7% -$16.8K 0.14% 115
2014
Q1 		$230K Sell
2,317
-112
-5% -$10.6K 0.15% 109
2013
Q4 		$221K Sell
2,429
-406
-14% -$34.7K 0.14% 112
2013
Q3 		$237K Sell
2,835
-6,537
-70% -$553K 0.17% 108
2013
Q2 		$773K Buy
+9,372
New +$797K 0.58% 71

Other funds holding CAT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bankers Trust's CAT Position: Q2 2014 in Review

Bankers Trust reduced its Caterpillar (CAT) stake by 6.9% in Q2 2014, selling an estimated $16.8K and leaving 2,157 shares worth $234K. The position accounts for 0.14% of the portfolio, ranked #115.

Bankers Trust first reported a position in CAT in Q2 2013 and has held it in 5 quarters since. The position peaked at $773K in Q2 2013. 1,169 funds tracked by Wall St. Rank hold CAT as of Q2 2014.

  • Bankers Trust held 2,157 shares of Caterpillar worth $234K as of Q2 2014.
  • Bankers Trust sold 160 Caterpillar shares in Q2 2014, an estimated $16.8K.
  • Caterpillar made up 0.14% of Bankers Trust's portfolio in Q2 2014, its #115 holding.
  • Bankers Trust first reported a position in Caterpillar in Q2 2013 and has held it in 5 quarters since.
  • Bankers Trust's Caterpillar position peaked at $773K in Q2 2013.
  • 1,169 funds tracked by Wall St. Rank held Caterpillar as of Q2 2014.

Based on Bankers Trust's 13F filing for Q2 2014, filed 15 Aug 2014.