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Haverford Financial Services’s Caterpillar CAT Stock Holding History

Haverford Financial Services’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
-4,801
Closed -$396K – 50
2013
Q2 		$396K Buy
+4,801
New +$408K 0.22% 34

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State Farm Mutual Automobile Insurance
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Haverford Financial Services's CAT Position: Q3 2013 in Review

Haverford Financial Services sold out of Caterpillar (CAT) in Q3 2013, closing a stake of 4,801 shares — an estimated $396K sold.

Haverford Financial Services first reported a position in CAT in Q2 2013 and held it in 1 quarter. The position peaked at $396K in Q2 2013. 1,071 funds tracked by Wall St. Rank hold CAT as of Q3 2013.

  • Haverford Financial Services reported no remaining Caterpillar position as of Q3 2013 after selling out during the quarter.
  • Haverford Financial Services sold 4,801 Caterpillar shares in Q3 2013, an estimated $396K.
  • Haverford Financial Services first reported a position in Caterpillar in Q2 2013 and held it in 1 quarter.
  • Haverford Financial Services's Caterpillar position peaked at $396K in Q2 2013.
  • 1,071 funds tracked by Wall St. Rank held Caterpillar as of Q3 2013.

Based on Haverford Financial Services's 13F filing for Q3 2013, filed 12 Nov 2013.