BlackRock Group’s Caterpillar CAT Stock Holding History

BlackRock Group’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	$469M	Buy	5,056,011 +433,053	+9%	+$39.2M	0.22%	106
2016 Q3	$410M	Sell	4,622,958 -134,388	-3%	-$11M	0.21%	108
2016 Q2	$361M	Buy	4,757,346 +97,030	+2%	+$7.27M	0.19%	122
2016 Q1	$357M	Buy	4,660,316 +116,099	+3%	+$7.79M	0.19%	120
2015 Q4	$309M	Sell	4,544,217 -51,590	-1%	-$3.61M	0.17%	138
2015 Q3	$300M	Buy	4,595,807 +227,503	+5%	+$17.4M	0.18%	131
2015 Q2	$371M	Sell	4,368,304 -196,913	-4%	-$16.9M	0.2%	111
2015 Q1	$365M	Buy	4,565,217 +48,704	+1%	+$4.05M	0.2%	111
2014 Q4	$413M	Buy	4,516,513 +253,127	+6%	+$24.6M	0.22%	101
2014 Q3	$422M	Sell	4,263,386 -71,461	-2%	-$7.58M	0.25%	91
2014 Q2	$471M	Buy	4,334,847 +72,923	+2%	+$7.65M	0.27%	81
2014 Q1	$424M	Buy	4,261,924 +28,802	+0.7%	+$2.72M	0.27%	81
2013 Q4	$384M	Sell	4,233,122 -183,776	-4%	-$15.7M	0.25%	89
2013 Q3	$368M	Buy	4,416,898 +184,928	+4%	+$15.6M	0.25%	92
2013 Q2	$349M	Buy	+4,231,970	New	+$360M	0.27%	85

Other funds holding CAT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Gates Foundation Trust

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return