MM
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Midas Management’s Caterpillar CAT Stock Holding History

Midas Management’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
2016
Q2 		– Sell
-21,000
Closed -$1.61M – 155
2016
Q1 		$1.61M Hold
21,000
– – 0.83% 39
2015
Q4 		$1.43M Buy
+21,000
New +$1.47M 0.85% 50

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Midas Management's CAT Position: Q2 2016 in Review

Midas Management sold out of Caterpillar (CAT) in Q2 2016, closing a stake of 21,000 shares — an estimated $1.61M sold.

Midas Management first reported a position in CAT in Q4 2015 and held it in 2 quarters. The position peaked at $1.61M in Q1 2016. 1,057 funds tracked by Wall St. Rank hold CAT as of Q2 2016.

  • Midas Management reported no remaining Caterpillar position as of Q2 2016 after selling out during the quarter.
  • Midas Management sold 21,000 Caterpillar shares in Q2 2016, an estimated $1.61M.
  • Midas Management first reported a position in Caterpillar in Q4 2015 and held it in 2 quarters.
  • Midas Management's Caterpillar position peaked at $1.61M in Q1 2016.
  • 1,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2016.

Based on Midas Management's 13F filing for Q2 2016, filed 28 Jul 2016.