FVCM
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F&V Capital Management’s Caterpillar CAT Stock Holding History

F&V 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
Q3 		– Sell
-3,625
Closed -$299K – 66
2013
Q2 		$299K Buy
+3,625
New +$308K 0.29% 51

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BIT
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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F&V Capital Management's CAT Position: Q3 2013 in Review

F&V Capital Management sold out of Caterpillar (CAT) in Q3 2013, closing a stake of 3,625 shares — an estimated $299K sold.

F&V Capital Management first reported a position in CAT in Q2 2013 and held it in 1 quarter. The position peaked at $299K in Q2 2013. 1,071 funds tracked by Wall St. Rank hold CAT as of Q3 2013.

  • F&V Capital Management reported no remaining Caterpillar position as of Q3 2013 after selling out during the quarter.
  • F&V Capital Management sold 3,625 Caterpillar shares in Q3 2013, an estimated $299K.
  • F&V Capital Management first reported a position in Caterpillar in Q2 2013 and held it in 1 quarter.
  • F&V Capital Management's Caterpillar position peaked at $299K in Q2 2013.
  • 1,071 funds tracked by Wall St. Rank held Caterpillar as of Q3 2013.

Based on F&V Capital Management's 13F filing for Q3 2013, filed 14 Nov 2013.