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Ironsides Asset Advisors’s Caterpillar CAT Stock Holding History

Ironsides Asset 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
Q2 		– Sell
-2,751
Closed -$211K – 154
2016
Q1 		$211K Buy
+2,751
New +$185K 0.05% 178

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ironsides Asset Advisors's CAT Position: Q2 2016 in Review

Ironsides Asset Advisors sold out of Caterpillar (CAT) in Q2 2016, closing a stake of 2,751 shares — an estimated $211K sold.

Ironsides Asset Advisors first reported a position in CAT in Q1 2016 and held it in 1 quarter. The position peaked at $211K in Q1 2016. 1,057 funds tracked by Wall St. Rank hold CAT as of Q2 2016.

  • Ironsides Asset Advisors reported no remaining Caterpillar position as of Q2 2016 after selling out during the quarter.
  • Ironsides Asset Advisors sold 2,751 Caterpillar shares in Q2 2016, an estimated $211K.
  • Ironsides Asset Advisors first reported a position in Caterpillar in Q1 2016 and held it in 1 quarter.
  • Ironsides Asset Advisors's Caterpillar position peaked at $211K in Q1 2016.
  • 1,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2016.

Based on Ironsides Asset Advisors's 13F filing for Q2 2016, filed 10 Aug 2016.