Madden Advisory Services’s Caterpillar CAT Stock Holding History

Madden Advisory Services’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 Q4	–	Sell	-205	Closed	-$20K	–	300
2014 Q3	$20K	Hold	205	–	–	0.01%	227
2014 Q2	$22K	Buy	+205	New	+$21.5K	0.01%	222
2014 Q1	–	Sell	-50	Closed	-$5K	–	371
2013 Q4	$5K	Sell	50 -5,719	-99%	-$488K	﹤0.01%	259
2013 Q3	$481K	Sell	5,769 -3,766	-39%	-$319K	0.42%	48
2013 Q2	$787K	Buy	+9,535	New	+$811K	0.65%	39

Other funds holding CAT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Madden Advisory Services's CAT Position: Q4 2014 in Review

Madden Advisory Services sold out of Caterpillar (CAT) in Q4 2014, closing a stake of 205 shares — an estimated $20K sold.

Madden Advisory Services first reported a position in CAT in Q2 2013 and held it in 5 quarters. The position peaked at $787K in Q2 2013. 1,199 funds tracked by Wall St. Rank hold CAT as of Q4 2014.

Madden Advisory Services reported no remaining Caterpillar position as of Q4 2014 after selling out during the quarter.
Madden Advisory Services sold 205 Caterpillar shares in Q4 2014, an estimated $20K.
Madden Advisory Services first reported a position in Caterpillar in Q2 2013 and held it in 5 quarters.
Madden Advisory Services's Caterpillar position peaked at $787K in Q2 2013.
1,199 funds tracked by Wall St. Rank held Caterpillar as of Q4 2014.

Based on Madden Advisory Services's 13F filing for Q4 2014, filed 3 Feb 2015.