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I.G. Investment Management’s Caterpillar CAT Stock Holding History

I.G. 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
2017
Q3 		– Sell
-606,400
Closed -$65.2M – 436
2017
Q2 		$65.2M Buy
+606,400
New +$61.6M 0.34% 59
2016
Q4 		– Sell
-88,130
Closed -$7.82M – 452
2016
Q3 		$7.82M Sell
88,130
-6,800
-7% -$556K 0.03% 307
2016
Q2 		$7.2M Buy
94,930
+13,428
+16% +$1.01M 0.03% 315
2016
Q1 		$6.24M Buy
81,502
+652
+0.8% +$43.7K 0.03% 333
2015
Q4 		$5.5M Buy
80,850
+2,600
+3% +$182K 0.02% 326
2015
Q3 		$5.11M Buy
78,250
+3,640
+5% +$278K 0.02% 325
2015
Q2 		$6.33M Sell
74,610
-6,450
-8% -$555K 0.02% 313
2015
Q1 		$6.49M Buy
81,060
+18,836
+30% +$1.57M 0.02% 312
2014
Q4 		$5.7M Sell
62,224
-7,088
-10% -$690K 0.02% 326
2014
Q3 		$6.86M Sell
69,312
-29,015
-30% -$3.08M 0.02% 289
2014
Q2 		$10.7M Sell
98,327
-979,138
-91% -$103M 0.04% 227
2014
Q1 		$107M Sell
1,077,465
-545,305
-34% -$51.4M 0.38% 52
2013
Q4 		$147M Sell
1,622,770
-166,435
-9% -$14.2M 0.53% 38
2013
Q3 		$149M Buy
1,789,205
+91,190
+5% +$7.71M 0.57% 37
2013
Q2 		$140M Buy
+1,698,015
New +$144M 0.57% 38

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

I.G. Investment Management's CAT Position: Q3 2017 in Review

I.G. Investment Management sold out of Caterpillar (CAT) in Q3 2017, closing a stake of 606,400 shares — an estimated $65.2M sold.

I.G. Investment Management first reported a position in CAT in Q2 2013 and held it in 15 quarters. The position peaked at $149M in Q3 2013. 1,271 funds tracked by Wall St. Rank hold CAT as of Q3 2017.

  • I.G. Investment Management reported no remaining Caterpillar position as of Q3 2017 after selling out during the quarter.
  • I.G. Investment Management sold 606,400 Caterpillar shares in Q3 2017, an estimated $65.2M.
  • I.G. Investment Management first reported a position in Caterpillar in Q2 2013 and held it in 15 quarters.
  • I.G. Investment Management's Caterpillar position peaked at $149M in Q3 2013.
  • 1,271 funds tracked by Wall St. Rank held Caterpillar as of Q3 2017.

Based on I.G. Investment Management's 13F filing for Q3 2017, filed 14 Nov 2017.