First Citizens Bancorporation’s Caterpillar CAT Stock Holding History

First Citizens Bancorporation’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
2014 Q4	$1.06M	Sell	11,643 -3,600	-24%	-$350K	0.72%	64
2014 Q3	$1.51M	Sell	15,243 -70	-0.5%	-$7.42K	1.09%	32
2014 Q2	$1.66M	Sell	15,313 -315	-2%	-$33.1K	1.25%	31
2014 Q1	$1.55M	Sell	15,628 -895	-5%	-$84.4K	1.25%	33
2013 Q4	$1.5M	Sell	16,523 -698	-4%	-$59.6K	1.19%	34
2013 Q3	$1.44M	Buy	+17,221	New	+$1.46M	1.24%	33

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

BIT

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Citizens Bancorporation's CAT Position: Q4 2014 in Review

First Citizens Bancorporation reduced its Caterpillar (CAT) stake by 24% in Q4 2014, selling an estimated $350K and leaving 11,643 shares worth $1.06M. The position accounts for 0.72% of the portfolio, ranked #64.

First Citizens Bancorporation first reported a position in CAT in Q3 2013 and has held it in 6 quarters since. The position peaked at $1.66M in Q2 2014. 1,198 funds tracked by Wall St. Rank hold CAT as of Q4 2014.

First Citizens Bancorporation held 11,643 shares of Caterpillar worth $1.06M as of Q4 2014.
First Citizens Bancorporation sold 3,600 Caterpillar shares in Q4 2014, an estimated $350K.
Caterpillar made up 0.72% of First Citizens Bancorporation's portfolio in Q4 2014, its #64 holding.
First Citizens Bancorporation first reported a position in Caterpillar in Q3 2013 and has held it in 6 quarters since.
First Citizens Bancorporation's Caterpillar position peaked at $1.66M in Q2 2014.
1,198 funds tracked by Wall St. Rank held Caterpillar as of Q4 2014.

Based on First Citizens Bancorporation's 13F filing for Q4 2014, filed 21 Jan 2015.