Mark Morris et al’s Caterpillar CAT Stock Holding History

Mark Morris et al’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 Q2	$49K	Buy	+600	New	+$51K	0.02%	105

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mark Morris et al's CAT Position: Q2 2013 in Review

Mark Morris et al opened a new position in Caterpillar (CAT) in Q2 2013: 600 shares worth $49K. The stake represents 0.02% of the portfolio and ranks #105 among its holdings.

1,073 funds tracked by Wall St. Rank hold CAT as of Q2 2013.

Mark Morris et al held 600 shares of Caterpillar worth $49K as of Q2 2013.
Caterpillar was a new Mark Morris et al position in Q2 2013.
Caterpillar made up 0.02% of Mark Morris et al's portfolio in Q2 2013, its #105 holding.
1,073 funds tracked by Wall St. Rank held Caterpillar as of Q2 2013.

Based on Mark Morris et al's 13F filing for Q2 2013, filed 13 Aug 2013.