GIM
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Gyrus Investment Management’s Caterpillar CAT Stock Holding History

Gyrus Investment Management’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
2015
Q2 		– Sell
-40,628
Closed -$3.25M – 16
2015
Q1 		$3.25M Sell
40,628
-850
-2% -$70.6K 0.54% 79
2014
Q4 		$3.8M Buy
41,478
+5,100
+14% +$496K 0.63% 71
2014
Q3 		$3.6M Buy
36,378
+10,075
+38% +$1.07M 0.63% 70
2014
Q2 		$2.86M Sell
26,303
-5,150
-16% -$541K 0.51% 78
2014
Q1 		$3.45M Sell
31,453
-750
-2% -$70.7K 0.6% 74
2013
Q4 		$3.11M Buy
32,203
+299
+0.9% +$25.5K 0.65% 67
2013
Q3 		$2.73M Sell
31,904
-26
-0.1% -$2.2K 0.6% 68
2013
Q2 		$2.78M Buy
+31,930
New +$2.72M 0.63% 61

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gyrus Investment Management's CAT Position: Q2 2015 in Review

Gyrus Investment Management sold out of Caterpillar (CAT) in Q2 2015, closing a stake of 40,628 shares — an estimated $3.25M sold.

Gyrus Investment Management first reported a position in CAT in Q2 2013 and held it in 8 quarters. The position peaked at $3.8M in Q4 2014. 1,128 funds tracked by Wall St. Rank hold CAT as of Q2 2015.

  • Gyrus Investment Management reported no remaining Caterpillar position as of Q2 2015 after selling out during the quarter.
  • Gyrus Investment Management sold 40,628 Caterpillar shares in Q2 2015, an estimated $3.25M.
  • Gyrus Investment Management first reported a position in Caterpillar in Q2 2013 and held it in 8 quarters.
  • Gyrus Investment Management's Caterpillar position peaked at $3.8M in Q4 2014.
  • 1,128 funds tracked by Wall St. Rank held Caterpillar as of Q2 2015.

Based on Gyrus Investment Management's 13F filing for Q2 2015.