ECM
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Endex Capital Management’s Caterpillar CAT Stock Holding History

Endex Capital Management’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
2013
Q4 		$205K Hold
2,260
– – 0.19% 135
2013
Q3 		$188K Hold
2,260
– – 0.19% 133
2013
Q2 		$186K Buy
+2,260
New +$192K 0.2% 134

Other funds holding CAT

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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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Endex Capital Management's CAT Position: Q4 2013 in Review

Endex Capital Management held its Caterpillar (CAT) position steady in Q4 2013 at 2,260 shares worth $205K. The position accounts for 0.19% of the portfolio, ranked #135.

Endex Capital Management first reported a position in CAT in Q2 2013 and has held it in 3 quarters since. 1,140 funds tracked by Wall St. Rank hold CAT as of Q4 2013.

  • Endex Capital Management held 2,260 shares of Caterpillar worth $205K as of Q4 2013.
  • Endex Capital Management left its Caterpillar share count unchanged in Q4 2013.
  • Caterpillar made up 0.19% of Endex Capital Management's portfolio in Q4 2013, its #135 holding.
  • Endex Capital Management first reported a position in Caterpillar in Q2 2013 and has held it in 3 quarters since.
  • 1,140 funds tracked by Wall St. Rank held Caterpillar as of Q4 2013.

Based on Endex Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.