KKRC
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Kohlberg Kravis Roberts & Co’s Caterpillar CAT Stock Holding History

Kohlberg Kravis Roberts & Co’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
2014
Q1 		– Sell
-59,000
Closed -$5.36M – 138
2013
Q4 		$5.36M Buy
+59,000
New +$5.04M 0.09% 74

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kohlberg Kravis Roberts & Co's CAT Position: Q1 2014 in Review

Kohlberg Kravis Roberts & Co sold out of Caterpillar (CAT) in Q1 2014, closing a stake of 59,000 shares — an estimated $5.36M sold.

Kohlberg Kravis Roberts & Co first reported a position in CAT in Q4 2013 and held it in 1 quarter. The position peaked at $5.36M in Q4 2013. 1,160 funds tracked by Wall St. Rank hold CAT as of Q1 2014.

  • Kohlberg Kravis Roberts & Co reported no remaining Caterpillar position as of Q1 2014 after selling out during the quarter.
  • Kohlberg Kravis Roberts & Co sold 59,000 Caterpillar shares in Q1 2014, an estimated $5.36M.
  • Kohlberg Kravis Roberts & Co first reported a position in Caterpillar in Q4 2013 and held it in 1 quarter.
  • Kohlberg Kravis Roberts & Co's Caterpillar position peaked at $5.36M in Q4 2013.
  • 1,160 funds tracked by Wall St. Rank held Caterpillar as of Q1 2014.

Based on Kohlberg Kravis Roberts & Co's 13F filing for Q1 2014, filed 15 May 2014.