GA
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GFS Advisors’s Caterpillar CAT Stock Holding History

GFS Advisors’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
Q4 		– Sell
-12,855
Closed -$1.14M – 141
2016
Q3 		$1.14M Sell
12,855
-66,410
-84% -$5.43M 0.25% 73
2016
Q2 		$6.01M Buy
79,265
+14,915
+23% +$1.12M 1.45% 18
2016
Q1 		$4.92M Buy
64,350
+6,670
+12% +$447K 1.29% 19
2015
Q4 		$3.92M Buy
57,680
+6,800
+13% +$475K 1.16% 24
2015
Q3 		$3.33M Hold
50,880
– – 1.15% 28
2015
Q2 		$4.32M Sell
50,880
-550
-1% -$47.3K 1.42% 18
2015
Q1 		$4.12M Buy
51,430
+37,000
+256% +$3.07M 1.44% 19
2014
Q4 		$1.32M Hold
14,430
– – 0.53% 58
2014
Q3 		$1.43M Sell
14,430
-11,600
-45% -$1.23M 0.59% 52
2014
Q2 		$2.83M Sell
26,030
-3,600
-12% -$378K 1.15% 27
2014
Q1 		$2.94M Sell
29,630
-41,450
-58% -$3.91M 1.16% 26
2013
Q4 		$6.46M Buy
71,080
+4,015
+6% +$343K 3.19% 7
2013
Q3 		$5.59M Buy
67,065
+1,800
+3% +$152K 2.97% 7
2013
Q2 		$5.38M Buy
+65,265
New +$5.55M 3.12% 7

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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return