EMA
CAT icon

Efficient Market Advisors’s Caterpillar CAT Stock Holding History

Efficient Market Advisors’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 		– Sell
-300
Closed -$20K – 56
2015
Q4 		$20K Hold
300
– – ﹤0.01% 114
2015
Q3 		$20K Buy
+300
New +$22.9K ﹤0.01% 96

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

Efficient Market Advisors's CAT Position: Q1 2016 in Review

Efficient Market Advisors sold out of Caterpillar (CAT) in Q1 2016, closing a stake of 300 shares — an estimated $20K sold.

Efficient Market Advisors first reported a position in CAT in Q3 2015 and held it in 2 quarters. The position peaked at $20K in Q4 2015. 1,084 funds tracked by Wall St. Rank hold CAT as of Q1 2016.

  • Efficient Market Advisors reported no remaining Caterpillar position as of Q1 2016 after selling out during the quarter.
  • Efficient Market Advisors sold 300 Caterpillar shares in Q1 2016, an estimated $20K.
  • Efficient Market Advisors first reported a position in Caterpillar in Q3 2015 and held it in 2 quarters.
  • Efficient Market Advisors's Caterpillar position peaked at $20K in Q4 2015.
  • 1,084 funds tracked by Wall St. Rank held Caterpillar as of Q1 2016.

Based on Efficient Market Advisors's 13F filing for Q1 2016, filed 29 Apr 2016.