LWM
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Lyons Wealth Management’s Caterpillar CAT Stock Holding History

Lyons Wealth 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
-1,157
Closed -$95K – 80
2013
Q2 		$95K Buy
+1,157
New +$98.4K 0.1% 65

Other funds holding CAT

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State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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 $580B AUM 38.23% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lyons Wealth Management's CAT Position: Q3 2013 in Review

Lyons Wealth Management sold out of Caterpillar (CAT) in Q3 2013, closing a stake of 1,157 shares — an estimated $95K sold.

Lyons Wealth Management first reported a position in CAT in Q2 2013 and held it in 1 quarter. The position peaked at $95K in Q2 2013. 1,071 funds tracked by Wall St. Rank hold CAT as of Q3 2013.

  • Lyons Wealth Management reported no remaining Caterpillar position as of Q3 2013 after selling out during the quarter.
  • Lyons Wealth Management sold 1,157 Caterpillar shares in Q3 2013, an estimated $95K.
  • Lyons Wealth Management first reported a position in Caterpillar in Q2 2013 and held it in 1 quarter.
  • Lyons Wealth Management's Caterpillar position peaked at $95K in Q2 2013.
  • 1,071 funds tracked by Wall St. Rank held Caterpillar as of Q3 2013.

Based on Lyons Wealth Management's 13F filing for Q3 2013, filed 12 Nov 2013.