Janus Henderson Investors US’s Caterpillar CAT Stock Holding History

Janus Henderson Investors US’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 Q1	$101M	Buy	1,083,531 +389,303	+56%	+$36.9M	0.08%	286
2016 Q4	$64.4M	Buy	694,228 +396,030	+133%	+$35.9M	0.05%	386
2016 Q3	$26.5M	Buy	298,198 +214,216	+255%	+$17.5M	0.02%	544
2016 Q2	$6.37M	Sell	83,982 -1,518	-2%	-$114K	0.01%	737
2016 Q1	$6.54M	Sell	85,500 -2,661	-3%	-$178K	0.01%	731
2015 Q4	$5.99M	Sell	88,161 -1,500	-2%	-$105K	0.01%	788
2015 Q3	$5.86M	Sell	89,661 -352	-0.4%	-$26.9K	0.01%	802
2015 Q2	$7.63M	Sell	90,013 -606,728	-87%	-$52.2M	0.01%	741
2015 Q1	$55.8M	Sell	696,741 -236,535	-25%	-$19.7M	0.05%	430
2014 Q4	$85.4M	Buy	933,276 +244,848	+36%	+$23.8M	0.07%	337
2014 Q3	$68.2M	Buy	688,428 +441,200	+178%	+$46.8M	0.06%	357
2014 Q2	$26.9M	Buy	247,228 +212,700	+616%	+$22.3M	0.02%	519
2014 Q1	$3.43M	Sell	34,528 -12,600	-27%	-$1.19M	﹤0.01%	812
2013 Q4	$4.28M	Sell	47,128 -50,628	-52%	-$4.32M	﹤0.01%	799
2013 Q3	$8.15M	Sell	97,756 -81,600	-45%	-$6.9M	0.01%	677
2013 Q2	$14.8M	Buy	+179,356	New	+$15.3M	0.02%	553

Other funds holding CAT

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janus Henderson Investors US's CAT Position: Q1 2017 in Review

Janus Henderson Investors US increased its Caterpillar (CAT) stake by 56% in Q1 2017, buying an estimated $36.9M and bringing the position to 1,083,531 shares worth $101M. The position accounts for 0.08% of the portfolio, ranked #286.

Janus Henderson Investors US first reported a position in CAT in Q2 2013 and has held it in 16 quarters since. 1,143 funds tracked by Wall St. Rank hold CAT as of Q1 2017.

Janus Henderson Investors US held 1,083,531 shares of Caterpillar worth $101M as of Q1 2017.
Janus Henderson Investors US bought 389,303 Caterpillar shares in Q1 2017, an estimated $36.9M.
Caterpillar made up 0.08% of Janus Henderson Investors US's portfolio in Q1 2017, its #286 holding.
Janus Henderson Investors US first reported a position in Caterpillar in Q2 2013 and has held it in 16 quarters since.
1,143 funds tracked by Wall St. Rank held Caterpillar as of Q1 2017.

Based on Janus Henderson Investors US's 13F filing for Q1 2017, filed 16 May 2017.