FMA
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FNY Managed Accounts’s Caterpillar CAT Stock Holding History

FNY Managed Accounts’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
2018
Q1 		$2K Buy
+17
New +$2.68K ﹤0.01% 360
2014
Q3 		– Sell
-100
Closed -$18.4K – 184
2014
Q2 		$18.4K Buy
+100
New +$10.5K 0.07% 60

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FNY Managed Accounts's CAT Position: Q2 2017 in Review

FNY Managed Accounts sold out of Caterpillar (CAT) in Q2 2017, closing a stake of 100 shares — an estimated $9K sold.

FNY Managed Accounts first reported a position in CAT in Q4 2014 and held it in 2 quarters. The position peaked at $1.46M in Q4 2014. 1,193 funds tracked by Wall St. Rank hold CAT as of Q2 2017.

  • FNY Managed Accounts reported no remaining Caterpillar position as of Q2 2017 after selling out during the quarter.
  • FNY Managed Accounts sold 100 Caterpillar shares in Q2 2017, an estimated $9K.
  • FNY Managed Accounts first reported a position in Caterpillar in Q4 2014 and held it in 2 quarters.
  • FNY Managed Accounts's Caterpillar position peaked at $1.46M in Q4 2014.
  • 1,193 funds tracked by Wall St. Rank held Caterpillar as of Q2 2017.

Based on FNY Managed Accounts's 13F filing for Q2 2017, filed 10 Aug 2017.