Fiduciary Services Corp’s Caterpillar CAT Stock Holding History

Fiduciary Services Corp’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 Q1	$313K	Sell	3,914 -104	-3%	-$8.64K	0.1%	156
2014 Q4	$368K	Sell	4,018 -193	-5%	-$18.8K	0.13%	142
2014 Q3	$417K	Sell	4,211 -3,933	-48%	-$417K	0.15%	127
2014 Q2	$885K	Sell	8,144 -175	-2%	-$18.4K	0.33%	89
2014 Q1	$827K	Sell	8,319 -444	-5%	-$41.9K	0.33%	87
2013 Q4	$796K	Sell	8,763 -2,362	-21%	-$202K	0.32%	88
2013 Q3	$928K	Buy	11,125 +625	+6%	+$52.9K	0.41%	73
2013 Q2	$866K	Buy	+10,500	New	+$893K	0.38%	73

Other funds holding CAT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $544B AUM 28.31% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fiduciary Services Corp's CAT Position: Q1 2015 in Review

Fiduciary Services Corp reduced its Caterpillar (CAT) stake by 2.6% in Q1 2015, selling an estimated $8.64K and leaving 3,914 shares worth $313K. The position accounts for 0.1% of the portfolio, ranked #156.

Fiduciary Services Corp first reported a position in CAT in Q2 2013 and has held it in 8 quarters since. The position peaked at $928K in Q3 2013. 1,115 funds tracked by Wall St. Rank hold CAT as of Q1 2015.

Fiduciary Services Corp held 3,914 shares of Caterpillar worth $313K as of Q1 2015.
Fiduciary Services Corp sold 104 Caterpillar shares in Q1 2015, an estimated $8.64K.
Caterpillar made up 0.1% of Fiduciary Services Corp's portfolio in Q1 2015, its #156 holding.
Fiduciary Services Corp first reported a position in Caterpillar in Q2 2013 and has held it in 8 quarters since.
Fiduciary Services Corp's Caterpillar position peaked at $928K in Q3 2013.
1,115 funds tracked by Wall St. Rank held Caterpillar as of Q1 2015.

Based on Fiduciary Services Corp's 13F filing for Q1 2015, filed 14 May 2015.