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iAB Financial Bank’s Caterpillar CAT Stock Holding History

iAB Financial Bank’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
Q2 		$1.78M Buy
16,595
+100
+0.6% +$10.2K 0.87% 27
2017
Q1 		$1.53M Sell
16,495
-1,850
-10% -$175K 0.79% 28
2016
Q4 		$1.7M Sell
18,345
-600
-3% -$54.4K 0.96% 29
2016
Q3 		$1.68M Buy
18,945
+125
+0.7% +$10.2K 0.99% 28
2016
Q2 		$1.43M Sell
18,820
-1,200
-6% -$89.9K 0.91% 29
2016
Q1 		$1.53M Sell
20,020
-1,606
-7% -$108K 1.03% 27
2015
Q4 		$1.47M Sell
21,626
-659
-3% -$46.1K 1.07% 25
2015
Q3 		$1.46M Sell
22,285
-875
-4% -$66.9K 1.11% 24
2015
Q2 		$1.96M Sell
23,160
-50
-0.2% -$4.3K 1.34% 21
2015
Q1 		$1.86M Buy
23,210
+5,500
+31% +$457K 1.27% 22
2014
Q4 		$1.62M Sell
17,710
-575
-3% -$56K 1.37% 22
2014
Q3 		$1.81M Sell
18,285
-1,000
-5% -$106K 1.62% 19
2014
Q2 		$2.1M Sell
19,285
-1,300
-6% -$136K 1.82% 15
2014
Q1 		$2.05M Sell
20,585
-415
-2% -$39.1K 1.81% 16
2013
Q4 		$1.91M Sell
21,000
-1,000
-5% -$85.4K 1.66% 17
2013
Q3 		$1.83M Sell
22,000
-1,325
-6% -$112K 1.77% 16
2013
Q2 		$1.92M Buy
+23,325
New +$1.98M 1.92% 15

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

iAB Financial Bank's CAT Position: Q2 2017 in Review

iAB Financial Bank increased its Caterpillar (CAT) stake by 0.61% in Q2 2017, buying an estimated $10.2K and bringing the position to 16,595 shares worth $1.78M. The position accounts for 0.87% of the portfolio, ranked #27.

iAB Financial Bank first reported a position in CAT in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.1M in Q2 2014. 1,193 funds tracked by Wall St. Rank hold CAT as of Q2 2017.

  • iAB Financial Bank held 16,595 shares of Caterpillar worth $1.78M as of Q2 2017.
  • iAB Financial Bank bought 100 Caterpillar shares in Q2 2017, an estimated $10.2K.
  • Caterpillar made up 0.87% of iAB Financial Bank's portfolio in Q2 2017, its #27 holding.
  • iAB Financial Bank first reported a position in Caterpillar in Q2 2013 and has held it in 17 quarters since.
  • iAB Financial Bank's Caterpillar position peaked at $2.1M in Q2 2014.
  • 1,193 funds tracked by Wall St. Rank held Caterpillar as of Q2 2017.

Based on iAB Financial Bank's 13F filing for Q2 2017, filed 4 Aug 2017.