CGH
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Cleary Gull Holdings’s Caterpillar CAT Stock Holding History

Cleary Gull Holdings’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
Q1 		$15K Hold
200
– – 0.01% 67
2015
Q4 		$14K Buy
+200
New +$14K 0.01% 65

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cleary Gull Holdings's CAT Position: Q1 2016 in Review

Cleary Gull Holdings held its Caterpillar (CAT) position steady in Q1 2016 at 200 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #67.

Cleary Gull Holdings first reported a position in CAT in Q4 2015 and has held it in 2 quarters since. 1,084 funds tracked by Wall St. Rank hold CAT as of Q1 2016.

  • Cleary Gull Holdings held 200 shares of Caterpillar worth $15K as of Q1 2016.
  • Cleary Gull Holdings left its Caterpillar share count unchanged in Q1 2016.
  • Caterpillar made up 0.01% of Cleary Gull Holdings's portfolio in Q1 2016, its #67 holding.
  • Cleary Gull Holdings first reported a position in Caterpillar in Q4 2015 and has held it in 2 quarters since.
  • 1,084 funds tracked by Wall St. Rank held Caterpillar as of Q1 2016.

Based on Cleary Gull Holdings's 13F filing for Q1 2016, filed 9 May 2016.