Index Management Solutions’s Caterpillar CAT Stock Holding History

Index Management Solutions’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 Q3	$31K	Sell	474 -95	-17%	-$7.27K	0.03%	305
2015 Q2	$48K	Buy	569 +1	+0.2%	+$86	0.04%	249
2015 Q1	$45K	Sell	568 -501	-47%	-$41.6K	0.03%	141
2014 Q4	$98K	Sell	1,069 -2,232	-68%	-$217K	0.01%	255
2014 Q3	$327K	Buy	3,301 +211	+7%	+$22.4K	0.04%	425
2014 Q2	$336K	Buy	3,090 +1,927	+166%	+$202K	0.04%	393
2014 Q1	$116K	Buy	1,163 +582	+100%	+$54.9K	0.02%	397
2013 Q4	$53K	Buy	581 +110	+23%	+$9.39K	0.01%	485
2013 Q3	$39K	Buy	+471	New	+$39.8K	0.01%	565

Other funds holding CAT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Index Management Solutions's CAT Position: Q3 2015 in Review

Index Management Solutions reduced its Caterpillar (CAT) stake by 17% in Q3 2015, selling an estimated $7.27K and leaving 474 shares worth $31K. The position accounts for 0.03% of the portfolio, ranked #305.

Index Management Solutions first reported a position in CAT in Q3 2013 and has held it in 9 quarters since. The position peaked at $336K in Q2 2014. 1,059 funds tracked by Wall St. Rank hold CAT as of Q3 2015.

Index Management Solutions held 474 shares of Caterpillar worth $31K as of Q3 2015.
Index Management Solutions sold 95 Caterpillar shares in Q3 2015, an estimated $7.27K.
Caterpillar made up 0.03% of Index Management Solutions's portfolio in Q3 2015, its #305 holding.
Index Management Solutions first reported a position in Caterpillar in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's Caterpillar position peaked at $336K in Q2 2014.
1,059 funds tracked by Wall St. Rank held Caterpillar as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.