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Beck Mack & Oliver’s Caterpillar CAT Stock Holding History

Beck Mack & Oliver’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 		– Sell
-2,452
Closed -$208K – 330
2015
Q2 		$208K Buy
+2,452
New +$211K 0.01% 324
2015
Q1 		– Sell
-2,452
Closed -$224K – 371
2014
Q4 		$224K Buy
2,452
+7
+0.3% +$681 0.01% 319
2014
Q3 		$242K Buy
2,445
+120
+5% +$12.7K 0.01% 315
2014
Q2 		$253K Hold
2,325
– – 0.01% 318
2014
Q1 		$231K Sell
2,325
-4,000
-63% -$377K 0.01% 316
2013
Q4 		$574K Hold
6,325
– – 0.01% 229
2013
Q3 		$528K Sell
6,325
-90
-1% -$7.61K 0.01% 223
2013
Q2 		$529K Buy
+6,415
New +$546K 0.01% 229

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
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