C WorldWide Group’s Caterpillar CAT Stock Holding History

C WorldWide 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
2014 Q4	–	Sell	-40,410	Closed	-$4M	–	131
2014 Q3	$4M	Buy	+40,410	New	+$4.28M	0.06%	59

Other funds holding CAT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

C WorldWide Group's CAT Position: Q4 2014 in Review

C WorldWide Group sold out of Caterpillar (CAT) in Q4 2014, closing a stake of 40,410 shares — an estimated $4M sold.

C WorldWide Group first reported a position in CAT in Q3 2014 and held it in 1 quarter. The position peaked at $4M in Q3 2014. 1,199 funds tracked by Wall St. Rank hold CAT as of Q4 2014.

C WorldWide Group reported no remaining Caterpillar position as of Q4 2014 after selling out during the quarter.
C WorldWide Group sold 40,410 Caterpillar shares in Q4 2014, an estimated $4M.
C WorldWide Group first reported a position in Caterpillar in Q3 2014 and held it in 1 quarter.
C WorldWide Group's Caterpillar position peaked at $4M in Q3 2014.
1,199 funds tracked by Wall St. Rank held Caterpillar as of Q4 2014.

Based on C WorldWide Group's 13F filing for Q4 2014, filed 11 Feb 2015.