Globe Life’s Caterpillar CAT Stock Holding History

Globe Life’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
2013 Q3	–	Sell	-10,000	Closed	-$825K	–	26
2013 Q2	$825K	Buy	+10,000	New	+$850K	0.8%	21

Other funds holding CAT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Globe Life's CAT Position: Q3 2013 in Review

Globe Life sold out of Caterpillar (CAT) in Q3 2013, closing a stake of 10,000 shares — an estimated $825K sold.

Globe Life first reported a position in CAT in Q2 2013 and held it in 1 quarter. The position peaked at $825K in Q2 2013. 1,071 funds tracked by Wall St. Rank hold CAT as of Q3 2013.

Globe Life reported no remaining Caterpillar position as of Q3 2013 after selling out during the quarter.
Globe Life sold 10,000 Caterpillar shares in Q3 2013, an estimated $825K.
Globe Life first reported a position in Caterpillar in Q2 2013 and held it in 1 quarter.
Globe Life's Caterpillar position peaked at $825K in Q2 2013.
1,071 funds tracked by Wall St. Rank held Caterpillar as of Q3 2013.

Based on Globe Life's 13F filing for Q3 2013, filed 13 Nov 2013.