Errol M. Rudman’s Caterpillar CAT Stock Holding History

Errol M. Rudman’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 Q3	–	Sell	-60,000	Closed	-$4.95M	–	33
2013 Q2	$4.95M	Buy	+60,000	New	+$5.1M	4.05%	6

Other funds holding CAT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

BIT

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Errol M. Rudman's CAT Position: Q3 2014 in Review

Errol M. Rudman sold out of Caterpillar (CAT) in Q3 2014, closing a stake of 44,100 shares — an estimated $4.79M sold.

Errol M. Rudman first reported a position in CAT in Q4 2013 and held it in 2 quarters. The position peaked at $6.18M in Q4 2013. 1,145 funds tracked by Wall St. Rank hold CAT as of Q3 2014.

Errol M. Rudman reported no remaining Caterpillar position as of Q3 2014 after selling out during the quarter.
Errol M. Rudman sold 44,100 Caterpillar shares in Q3 2014, an estimated $4.79M.
Errol M. Rudman first reported a position in Caterpillar in Q4 2013 and held it in 2 quarters.
Errol M. Rudman's Caterpillar position peaked at $6.18M in Q4 2013.
1,145 funds tracked by Wall St. Rank held Caterpillar as of Q3 2014.

Based on Errol M. Rudman's 13F filing for Q3 2014, filed 13 Nov 2014.