FirstMerit Bank N.A. Trustee’s Caterpillar CAT Stock Holding History

FirstMerit Bank N.A. Trustee’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
2016 Q2	$2.13M	Sell	28,085 -126	-0.4%	-$9.44K	0.17%	108
2016 Q1	$2.16M	Buy	28,211 +51	+0.2%	+$3.42K	0.18%	108
2015 Q4	$1.91M	Sell	28,160 -346	-1%	-$24.2K	0.16%	115
2015 Q3	$1.86M	Sell	28,506 -29	-0.1%	-$2.22K	0.17%	123
2015 Q2	$2.42M	Buy	28,535 +83	+0.3%	+$7.14K	0.2%	113
2015 Q1	$2.28M	Sell	28,452 -1,114	-4%	-$92.6K	0.19%	110
2014 Q4	$2.71M	Sell	29,566 -87	-0.3%	-$8.47K	0.22%	104
2014 Q3	$2.94M	Sell	29,653 -251	-0.8%	-$26.6K	0.25%	98
2014 Q2	$3.25M	Buy	29,904 +4,277	+17%	+$449K	0.27%	92
2014 Q1	$2.55M	Sell	25,627 -230	-0.9%	-$21.7K	0.22%	100
2013 Q4	$2.35M	Sell	25,857 -167	-0.6%	-$14.3K	0.21%	104
2013 Q3	$2.17M	Sell	26,024 -500	-2%	-$42.3K	0.2%	104
2013 Q2	$2.19M	Buy	+26,524	New	+$2.26M	0.21%	99

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 Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FirstMerit Bank N.A. Trustee's CAT Position: Q2 2016 in Review

FirstMerit Bank N.A. Trustee reduced its Caterpillar (CAT) stake by 0.45% in Q2 2016, selling an estimated $9.44K and leaving 28,085 shares worth $2.13M. The position accounts for 0.17% of the portfolio, ranked #108.

FirstMerit Bank N.A. Trustee first reported a position in CAT in Q2 2013 and has held it in 13 quarters since. The position peaked at $3.25M in Q2 2014. 1,058 funds tracked by Wall St. Rank hold CAT as of Q2 2016.

FirstMerit Bank N.A. Trustee held 28,085 shares of Caterpillar worth $2.13M as of Q2 2016.
FirstMerit Bank N.A. Trustee sold 126 Caterpillar shares in Q2 2016, an estimated $9.44K.
Caterpillar made up 0.17% of FirstMerit Bank N.A. Trustee's portfolio in Q2 2016, its #108 holding.
FirstMerit Bank N.A. Trustee first reported a position in Caterpillar in Q2 2013 and has held it in 13 quarters since.
FirstMerit Bank N.A. Trustee's Caterpillar position peaked at $3.25M in Q2 2014.
1,058 funds tracked by Wall St. Rank held Caterpillar as of Q2 2016.

Based on FirstMerit Bank N.A. Trustee's 13F filing for Q2 2016, filed 11 Jul 2016.