EisnerAmper Wealth Management Corporate Benefits’s Caterpillar CAT Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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 Q3	–	Sell	-2,628	Closed	-$223K	–	110
2015 Q2	$223K	Buy	+2,628	New	+$226K	0.17%	92

Other funds holding CAT

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's CAT Position: Q3 2015 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of Caterpillar (CAT) in Q3 2015, closing a stake of 2,628 shares — an estimated $223K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in CAT in Q2 2015 and held it in 1 quarter. The position peaked at $223K in Q2 2015. 1,059 funds tracked by Wall St. Rank hold CAT as of Q3 2015.

EisnerAmper Wealth Management Corporate Benefits reported no remaining Caterpillar position as of Q3 2015 after selling out during the quarter.
EisnerAmper Wealth Management Corporate Benefits sold 2,628 Caterpillar shares in Q3 2015, an estimated $223K.
EisnerAmper Wealth Management Corporate Benefits first reported a position in Caterpillar in Q2 2015 and held it in 1 quarter.
EisnerAmper Wealth Management Corporate Benefits's Caterpillar position peaked at $223K in Q2 2015.
1,059 funds tracked by Wall St. Rank held Caterpillar as of Q3 2015.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q3 2015, filed 2 Oct 2015.