Harvard Management Company’s Caterpillar CAT Stock Holding History

Harvard Management Company’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 Q4	–	Sell	-60,100	Closed	-$3.93M	–	126
2015 Q3	$3.93M	Buy	+60,100	New	+$4.6M	0.31%	65

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

BIT

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Harvard Management Company's CAT Position: Q4 2015 in Review

Harvard Management Company sold out of Caterpillar (CAT) in Q4 2015, closing a stake of 60,100 shares — an estimated $3.93M sold.

Harvard Management Company first reported a position in CAT in Q3 2015 and held it in 1 quarter. The position peaked at $3.93M in Q3 2015. 1,066 funds tracked by Wall St. Rank hold CAT as of Q4 2015.

Harvard Management Company reported no remaining Caterpillar position as of Q4 2015 after selling out during the quarter.
Harvard Management Company sold 60,100 Caterpillar shares in Q4 2015, an estimated $3.93M.
Harvard Management Company first reported a position in Caterpillar in Q3 2015 and held it in 1 quarter.
Harvard Management Company's Caterpillar position peaked at $3.93M in Q3 2015.
1,066 funds tracked by Wall St. Rank held Caterpillar as of Q4 2015.

Based on Harvard Management Company's 13F filing for Q4 2015, filed 12 Feb 2016.