MAA
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Managed Account Advisors’s Caterpillar CAT Stock Holding History

Managed Account Advisors’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
Q2 		$128M Buy
1,509,374
+251,129
+20% +$21.6M 0.11% 221
2015
Q1 		$101M Sell
1,258,245
-372,472
-23% -$31M 0.09% 257
2014
Q4 		$149M Buy
1,630,717
+87,754
+6% +$8.54M 0.15% 170
2014
Q3 		$153M Buy
1,542,963
+266,575
+21% +$28.3M 0.17% 151
2014
Q2 		$139M Buy
1,276,388
+180,847
+17% +$19M 0.17% 152
2014
Q1 		$109M Buy
1,095,541
+224,445
+26% +$21.2M 0.14% 177
2013
Q4 		$79.1M Sell
871,096
-131,772
-13% -$11.3M 0.11% 230
2013
Q3 		$83.6M Buy
1,002,868
+7,049
+0.7% +$596K 0.12% 199
2013
Q2 		$82.1M Buy
+995,819
New +$84.7M 0.13% 192

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
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
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return