KIG
CAT icon

Kovitz Investment Group’s Caterpillar CAT Stock Holding History

Kovitz Investment Group’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
2015
Q4 		$421K Sell
6,189
-634
-9% -$44.3K 0.03% 104
2015
Q3 		$446K Sell
6,823
-216
-3% -$16.5K 0.03% 82
2015
Q2 		$597K Sell
7,039
-251
-3% -$21.6K 0.03% 84
2015
Q1 		$583K Sell
7,290
-390
-5% -$32.4K 0.03% 82
2014
Q4 		$703K Sell
7,680
-170
-2% -$16.5K 0.03% 82
2014
Q3 		$777K Hold
7,850
– – 0.04% 74
2014
Q2 		$853K Sell
7,850
-1,200
-13% -$126K 0.04% 74
2014
Q1 		$787K Buy
9,050
+896
+11% +$84.5K 0.04% 75
2013
Q4 		$740K Sell
8,154
-1,246
-13% -$106K 0.03% 80
2013
Q3 		$784K Sell
9,400
-200
-2% -$16.9K 0.04% 80
2013
Q2 		$792K Buy
+9,600
New +$816K 0.04% 79

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return