Mercer Investments’s Caterpillar CAT Stock Holding History

Mercer Investments’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 Q4	–	Sell	-1,994	Closed	-$166K	–	13
2013 Q3	$166K	Buy	+1,994	New	+$169K	0.38%	33

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

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

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 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

Mercer Investments's CAT Position: Q4 2013 in Review

Mercer Investments sold out of Caterpillar (CAT) in Q4 2013, closing a stake of 1,994 shares — an estimated $166K sold.

Mercer Investments first reported a position in CAT in Q3 2013 and held it in 1 quarter. The position peaked at $166K in Q3 2013. 1,139 funds tracked by Wall St. Rank hold CAT as of Q4 2013.

Mercer Investments reported no remaining Caterpillar position as of Q4 2013 after selling out during the quarter.
Mercer Investments sold 1,994 Caterpillar shares in Q4 2013, an estimated $166K.
Mercer Investments first reported a position in Caterpillar in Q3 2013 and held it in 1 quarter.
Mercer Investments's Caterpillar position peaked at $166K in Q3 2013.
1,139 funds tracked by Wall St. Rank held Caterpillar as of Q4 2013.

Based on Mercer Investments's 13F filing for Q4 2013, filed 13 Feb 2014.