Global Index Advisors’s Caterpillar CAT Stock Holding History

Global Index 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
2014 Q2	$1.22M	Buy	+11,227	New	+$1.18M	7.71%	7

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Global Index Advisors's CAT Position: Q2 2014 in Review

Global Index Advisors opened a new position in Caterpillar (CAT) in Q2 2014: 11,227 shares worth $1.22M. The stake represents 7.71% of the portfolio and ranks #7 among its holdings.

1,169 funds tracked by Wall St. Rank hold CAT as of Q2 2014.

Global Index Advisors held 11,227 shares of Caterpillar worth $1.22M as of Q2 2014.
Caterpillar was a new Global Index Advisors position in Q2 2014.
Caterpillar made up 7.71% of Global Index Advisors's portfolio in Q2 2014, its #7 holding.
1,169 funds tracked by Wall St. Rank held Caterpillar as of Q2 2014.

Based on Global Index Advisors's 13F filing for Q2 2014, filed 13 Aug 2014.