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Jamison Eaton & Wood’s Caterpillar CAT Stock Holding History

Jamison Eaton & Wood’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
2013
Q4 		– Sell
-310
Closed -$26K – 136
2013
Q3 		$26K Buy
+310
New +$26.2K 0.01% 199

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jamison Eaton & Wood's CAT Position: Q4 2013 in Review

Jamison Eaton & Wood sold out of Caterpillar (CAT) in Q4 2013, closing a stake of 310 shares — an estimated $26K sold.

Jamison Eaton & Wood first reported a position in CAT in Q3 2013 and held it in 1 quarter. The position peaked at $26K in Q3 2013. 1,139 funds tracked by Wall St. Rank hold CAT as of Q4 2013.

  • Jamison Eaton & Wood reported no remaining Caterpillar position as of Q4 2013 after selling out during the quarter.
  • Jamison Eaton & Wood sold 310 Caterpillar shares in Q4 2013, an estimated $26K.
  • Jamison Eaton & Wood first reported a position in Caterpillar in Q3 2013 and held it in 1 quarter.
  • Jamison Eaton & Wood's Caterpillar position peaked at $26K in Q3 2013.
  • 1,139 funds tracked by Wall St. Rank held Caterpillar as of Q4 2013.

Based on Jamison Eaton & Wood's 13F filing for Q4 2013, filed 11 Feb 2014.