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
2016
Q1 		– Sell
-10,000
Closed -$8K – 66
2015
Q4 		$8K Buy
+10,000
New +$699K 0.01% 64
2013
Q3 		– Sell
-20,000
Closed -$13K – 81
2013
Q2 		$13K Buy
+20,000
New +$1.7M 0.01% 78

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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.