BIM
CAT icon

BlackRock Investment Management’s Caterpillar CAT Stock Holding History

BlackRock Investment 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 		$111M Buy
1,197,051
+72,441
+6% +$6.57M 0.13% 159
2016
Q3 		$99.8M Sell
1,124,610
-39,811
-3% -$3.26M 0.12% 171
2016
Q2 		$88.3M Sell
1,164,421
-23,540
-2% -$1.76M 0.11% 188
2016
Q1 		$90.9M Buy
1,187,961
+36,390
+3% +$2.44M 0.12% 176
2015
Q4 		$78.3M Sell
1,151,571
-24,122
-2% -$1.69M 0.1% 203
2015
Q3 		$76.8M Buy
1,175,693
+39,980
+4% +$3.06M 0.1% 198
2015
Q2 		$96.3M Buy
1,135,713
+67,887
+6% +$5.84M 0.12% 167
2015
Q1 		$85.5M Sell
1,067,826
-18,387
-2% -$1.53M 0.11% 185
2014
Q4 		$99.4M Sell
1,086,213
-4,501
-0.4% -$438K 0.13% 166
2014
Q3 		$108M Buy
1,090,714
+5,120
+0.5% +$543K 0.15% 140
2014
Q2 		$118M Buy
1,085,594
+48,957
+5% +$5.14M 0.16% 132
2014
Q1 		$103M Buy
1,036,637
+29,030
+3% +$2.74M 0.15% 140
2013
Q4 		$91.5M Sell
1,007,607
-51,099
-5% -$4.36M 0.14% 161
2013
Q3 		$88.3M Sell
1,058,706
-8,124
-0.8% -$687K 0.15% 147
2013
Q2 		$88M Buy
+1,066,830
New +$90.7M 0.16% 132

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
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
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

BlackRock Investment Management's CAT Position: Q4 2016 in Review

BlackRock Investment Management increased its Caterpillar (CAT) stake by 6.4% in Q4 2016, buying an estimated $6.57M and bringing the position to 1,197,051 shares worth $111M. The position accounts for 0.13% of the portfolio, ranked #159.

BlackRock Investment Management first reported a position in CAT in Q2 2013 and has held it in 15 quarters since. The position peaked at $118M in Q2 2014. 1,162 funds tracked by Wall St. Rank hold CAT as of Q4 2016.

  • BlackRock Investment Management held 1,197,051 shares of Caterpillar worth $111M as of Q4 2016.
  • BlackRock Investment Management bought 72,441 Caterpillar shares in Q4 2016, an estimated $6.57M.
  • Caterpillar made up 0.13% of BlackRock Investment Management's portfolio in Q4 2016, its #159 holding.
  • BlackRock Investment Management first reported a position in Caterpillar in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Investment Management's Caterpillar position peaked at $118M in Q2 2014.
  • 1,162 funds tracked by Wall St. Rank held Caterpillar as of Q4 2016.

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