Mariner Wealth Advisors (NYC)’s Caterpillar CAT Stock Holding History

Mariner Wealth Advisors (NYC)’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 Q1	$159K	Buy	+1,987	New	+$165K	0.08%	71

Other funds holding CAT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s CAT Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in Caterpillar (CAT) in Q1 2015: 1,987 shares worth $159K. The stake represents 0.08% of the portfolio and ranks #71 among its holdings.

1,116 funds tracked by Wall St. Rank hold CAT as of Q1 2015.

Mariner Wealth Advisors (NYC) held 1,987 shares of Caterpillar worth $159K as of Q1 2015.
Caterpillar was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
Caterpillar made up 0.08% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #71 holding.
1,116 funds tracked by Wall St. Rank held Caterpillar as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.