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GlobalBridge’s Caterpillar CAT Stock Holding History

GlobalBridge’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
Q1 		$624K Sell
6,275
-73
-1% -$6.88K 0.29% 133
2013
Q4 		$576K Sell
6,348
-1,448
-19% -$124K 0.29% 139
2013
Q3 		$650K Sell
7,796
-3,920
-33% -$332K 0.35% 118
2013
Q2 		$966K Buy
+11,716
New +$996K 0.53% 45

Other funds holding CAT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GlobalBridge's CAT Position: Q1 2014 in Review

GlobalBridge reduced its Caterpillar (CAT) stake by 1.1% in Q1 2014, selling an estimated $6.88K and leaving 6,275 shares worth $624K. The position accounts for 0.29% of the portfolio, ranked #133.

GlobalBridge first reported a position in CAT in Q2 2013 and has held it in 4 quarters since. The position peaked at $966K in Q2 2013. 1,160 funds tracked by Wall St. Rank hold CAT as of Q1 2014.

  • GlobalBridge held 6,275 shares of Caterpillar worth $624K as of Q1 2014.
  • GlobalBridge sold 73 Caterpillar shares in Q1 2014, an estimated $6.88K.
  • Caterpillar made up 0.29% of GlobalBridge's portfolio in Q1 2014, its #133 holding.
  • GlobalBridge first reported a position in Caterpillar in Q2 2013 and has held it in 4 quarters since.
  • GlobalBridge's Caterpillar position peaked at $966K in Q2 2013.
  • 1,160 funds tracked by Wall St. Rank held Caterpillar as of Q1 2014.

Based on GlobalBridge's 13F filing for Q1 2014, filed 8 Apr 2014.