BCM
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BTC Capital Management’s Caterpillar CAT Stock Holding History

BTC Capital 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
2017
Q1 		– Sell
-41,840
Closed -$3.89M – 174
2016
Q4 		$3.89M Buy
41,840
+1,632
+4% +$148K 0.77% 45
2016
Q3 		$3.57M Buy
40,208
+2,789
+7% +$228K 0.74% 49
2016
Q2 		$2.84M Buy
37,419
+2,459
+7% +$184K 0.61% 66
2016
Q1 		$2.67M Buy
34,960
+1,929
+6% +$129K 0.62% 67
2015
Q4 		$2.25M Buy
33,031
+2,443
+8% +$171K 0.53% 76
2015
Q3 		$2M Buy
30,588
+3,948
+15% +$302K 0.48% 83
2015
Q2 		$2.26M Buy
+26,640
New +$2.29M 0.52% 79

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BTC Capital Management's CAT Position: Q1 2017 in Review

BTC Capital Management sold out of Caterpillar (CAT) in Q1 2017, closing a stake of 41,840 shares — an estimated $3.89M sold.

BTC Capital Management first reported a position in CAT in Q2 2015 and held it in 7 quarters. The position peaked at $3.89M in Q4 2016. 1,143 funds tracked by Wall St. Rank hold CAT as of Q1 2017.

  • BTC Capital Management reported no remaining Caterpillar position as of Q1 2017 after selling out during the quarter.
  • BTC Capital Management sold 41,840 Caterpillar shares in Q1 2017, an estimated $3.89M.
  • BTC Capital Management first reported a position in Caterpillar in Q2 2015 and held it in 7 quarters.
  • BTC Capital Management's Caterpillar position peaked at $3.89M in Q4 2016.
  • 1,143 funds tracked by Wall St. Rank held Caterpillar as of Q1 2017.

Based on BTC Capital Management's 13F filing for Q1 2017, filed 27 Apr 2017.