Gary Goldberg Planning Services’s Caterpillar CAT Stock Holding History

Gary Goldberg Planning Services’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	$140K	Sell	1,524 -978	-39%	-$95.2K	0.06%	123
2014 Q3	$248K	Buy	2,502 +46	+2%	+$4.88K	0.1%	99
2014 Q2	$267K	Buy	2,456 +2	+0.1%	+$210	0.12%	96
2014 Q1	$244K	Buy	2,454 +982	+67%	+$92.6K	0.12%	94
2013 Q4	$134K	Buy	1,472 +111	+8%	+$9.48K	0.08%	113
2013 Q3	$114K	Sell	1,361 -179	-12%	-$15.1K	0.07%	121
2013 Q2	$127K	Buy	+1,540	New	+$131K	0.08%	100

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

Gary Goldberg Planning Services's CAT Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Caterpillar (CAT) stake by 39% in Q4 2014, selling an estimated $95.2K and leaving 1,524 shares worth $140K. The position accounts for 0.06% of the portfolio, ranked #123.

Gary Goldberg Planning Services first reported a position in CAT in Q2 2013 and has held it in 7 quarters since. The position peaked at $267K in Q2 2014. 1,198 funds tracked by Wall St. Rank hold CAT as of Q4 2014.

Gary Goldberg Planning Services held 1,524 shares of Caterpillar worth $140K as of Q4 2014.
Gary Goldberg Planning Services sold 978 Caterpillar shares in Q4 2014, an estimated $95.2K.
Caterpillar made up 0.06% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #123 holding.
Gary Goldberg Planning Services first reported a position in Caterpillar in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Caterpillar position peaked at $267K in Q2 2014.
1,198 funds tracked by Wall St. Rank held Caterpillar as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.