JHIU
CAT icon

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

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Capital World Investors
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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return