LCM
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Lucas Capital Management’s Caterpillar CAT Stock Holding History

Lucas Capital Management’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
Q3 		– Sell
-21,190
Closed -$1.75M – 144
2013
Q2 		$1.75M Buy
+21,190
New +$1.8M 0.5% 47

Other funds holding CAT

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State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lucas Capital Management's CAT Position: Q3 2013 in Review

Lucas Capital Management sold out of Caterpillar (CAT) in Q3 2013, closing a stake of 21,190 shares — an estimated $1.75M sold.

Lucas Capital Management first reported a position in CAT in Q2 2013 and held it in 1 quarter. The position peaked at $1.75M in Q2 2013. 1,071 funds tracked by Wall St. Rank hold CAT as of Q3 2013.

  • Lucas Capital Management reported no remaining Caterpillar position as of Q3 2013 after selling out during the quarter.
  • Lucas Capital Management sold 21,190 Caterpillar shares in Q3 2013, an estimated $1.75M.
  • Lucas Capital Management first reported a position in Caterpillar in Q2 2013 and held it in 1 quarter.
  • Lucas Capital Management's Caterpillar position peaked at $1.75M in Q2 2013.
  • 1,071 funds tracked by Wall St. Rank held Caterpillar as of Q3 2013.

Based on Lucas Capital Management's 13F filing for Q3 2013, filed 5 Nov 2013.