IMS
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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

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State Farm Mutual Automobile Insurance
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Harris Associates
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BIT
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Wellington Management Group
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Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return