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Hussman Strategic Advisors’s Caterpillar CAT Stock Holding History

Hussman Strategic Advisors’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
2016
Q1 		– Sell
-2,000
Closed -$136K – 195
2015
Q4 		$136K Hold
2,000
– – 0.02% 152
2015
Q3 		$131K Hold
2,000
– – 0.02% 167
2015
Q2 		$170K Sell
2,000
-500
-20% -$43K 0.02% 153
2015
Q1 		$200K Sell
2,500
-72,500
-97% -$6.02M 0.02% 151
2014
Q4 		$6.87M Sell
75,000
-75,000
-50% -$7.3M 0.68% 59
2014
Q3 		$14.9M Buy
+150,000
New +$15.9M 1.27% 13

Other funds holding CAT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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 $580B AUM 38.23% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hussman Strategic Advisors's CAT Position: Q1 2016 in Review

Hussman Strategic Advisors sold out of Caterpillar (CAT) in Q1 2016, closing a stake of 2,000 shares — an estimated $136K sold.

Hussman Strategic Advisors first reported a position in CAT in Q3 2014 and held it in 6 quarters. The position peaked at $14.9M in Q3 2014. 1,085 funds tracked by Wall St. Rank hold CAT as of Q1 2016.

  • Hussman Strategic Advisors reported no remaining Caterpillar position as of Q1 2016 after selling out during the quarter.
  • Hussman Strategic Advisors sold 2,000 Caterpillar shares in Q1 2016, an estimated $136K.
  • Hussman Strategic Advisors first reported a position in Caterpillar in Q3 2014 and held it in 6 quarters.
  • Hussman Strategic Advisors's Caterpillar position peaked at $14.9M in Q3 2014.
  • 1,085 funds tracked by Wall St. Rank held Caterpillar as of Q1 2016.

Based on Hussman Strategic Advisors's 13F filing for Q1 2016, filed 12 May 2016.