EAMA
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EFG Asset Management (Americas)’s Caterpillar CAT Stock Holding History

EFG Asset Management (Americas)’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
-580
Closed -$58K – 124
2014
Q1 		$58K Hold
580
– – 0.05% 68
2013
Q4 		$52.7K Buy
+580
New +$49.5K 0.05% 48

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
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

EFG Asset Management (Americas)'s CAT Position: Q2 2014 in Review

EFG Asset Management (Americas) sold out of Caterpillar (CAT) in Q2 2014, closing a stake of 580 shares — an estimated $58K sold.

EFG Asset Management (Americas) first reported a position in CAT in Q4 2013 and held it in 2 quarters. The position peaked at $58K in Q1 2014. 1,169 funds tracked by Wall St. Rank hold CAT as of Q2 2014.

  • EFG Asset Management (Americas) reported no remaining Caterpillar position as of Q2 2014 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 580 Caterpillar shares in Q2 2014, an estimated $58K.
  • EFG Asset Management (Americas) first reported a position in Caterpillar in Q4 2013 and held it in 2 quarters.
  • EFG Asset Management (Americas)'s Caterpillar position peaked at $58K in Q1 2014.
  • 1,169 funds tracked by Wall St. Rank held Caterpillar as of Q2 2014.

Based on EFG Asset Management (Americas)'s 13F filing for Q2 2014, filed 30 Jul 2014.