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Cornerstone Investment Partners’s Caterpillar CAT Stock Holding History

Cornerstone Investment Partners’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
Q4 		– Sell
-6,772
Closed -$443K – 90
2015
Q3 		$443K Sell
6,772
-1,300
-16% -$99.4K 0.01% 74
2015
Q2 		$685K Sell
8,072
-4,200
-34% -$361K 0.02% 65
2015
Q1 		$982K Buy
+12,272
New +$1.02M 0.02% 56

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $580B AUM 38.23% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cornerstone Investment Partners's CAT Position: Q4 2015 in Review

Cornerstone Investment Partners sold out of Caterpillar (CAT) in Q4 2015, closing a stake of 6,772 shares — an estimated $443K sold.

Cornerstone Investment Partners first reported a position in CAT in Q1 2015 and held it in 3 quarters. The position peaked at $982K in Q1 2015. 1,067 funds tracked by Wall St. Rank hold CAT as of Q4 2015.

  • Cornerstone Investment Partners reported no remaining Caterpillar position as of Q4 2015 after selling out during the quarter.
  • Cornerstone Investment Partners sold 6,772 Caterpillar shares in Q4 2015, an estimated $443K.
  • Cornerstone Investment Partners first reported a position in Caterpillar in Q1 2015 and held it in 3 quarters.
  • Cornerstone Investment Partners's Caterpillar position peaked at $982K in Q1 2015.
  • 1,067 funds tracked by Wall St. Rank held Caterpillar as of Q4 2015.

Based on Cornerstone Investment Partners's 13F filing for Q4 2015, filed 19 Jan 2016.