BIT
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BlackRock Institutional Trust’s Caterpillar CAT Stock Holding History

BlackRock Institutional 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
2015
Q2 		– Sell
-8,800
Closed -$704K – 3915
2015
Q1 		$704K Buy
+8,800
New +$731K ﹤0.01% 3432

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

BlackRock Institutional Trust's CAT Position: Q4 2016 in Review

BlackRock Institutional Trust increased its Caterpillar (CAT) stake by 3% in Q4 2016, buying an estimated $40.7M and bringing the position to 15,366,308 shares worth $1.43B. The position accounts for 0.21% of the portfolio, ranked #90.

BlackRock Institutional Trust first reported a position in CAT in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.77B in Q2 2014. 1,162 funds tracked by Wall St. Rank hold CAT as of Q4 2016.

  • BlackRock Institutional Trust held 15,366,308 shares of Caterpillar worth $1.43B as of Q4 2016.
  • BlackRock Institutional Trust bought 448,841 Caterpillar shares in Q4 2016, an estimated $40.7M.
  • Caterpillar made up 0.21% of BlackRock Institutional Trust's portfolio in Q4 2016, its #90 holding.
  • BlackRock Institutional Trust first reported a position in Caterpillar in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Institutional Trust's Caterpillar position peaked at $1.77B in Q2 2014.
  • 1,162 funds tracked by Wall St. Rank held Caterpillar as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.