CS
CAT icon

Credential Securities’s Caterpillar CAT Stock Holding History

Credential Securities’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
Q2 		– Sell
-659
Closed -$65.5K – 201
2014
Q1 		$65.5K Buy
+659
New +$62.1K 0.05% 170

Other funds holding CAT

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State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
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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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Credential Securities's CAT Position: Q2 2014 in Review

Credential Securities sold out of Caterpillar (CAT) in Q2 2014, closing a stake of 659 shares — an estimated $65.5K sold.

Credential Securities first reported a position in CAT in Q1 2014 and held it in 1 quarter. The position peaked at $65.5K in Q1 2014. 1,169 funds tracked by Wall St. Rank hold CAT as of Q2 2014.

  • Credential Securities reported no remaining Caterpillar position as of Q2 2014 after selling out during the quarter.
  • Credential Securities sold 659 Caterpillar shares in Q2 2014, an estimated $65.5K.
  • Credential Securities first reported a position in Caterpillar in Q1 2014 and held it in 1 quarter.
  • Credential Securities's Caterpillar position peaked at $65.5K in Q1 2014.
  • 1,169 funds tracked by Wall St. Rank held Caterpillar as of Q2 2014.

Based on Credential Securities's 13F filing for Q2 2014, filed 21 Jul 2025.