MBT
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Monroe Bank & Trust’s Caterpillar CAT Stock Holding History

Monroe Bank & Trust’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
Q3 		– Sell
-300
Closed -$25K – 315
2015
Q2 		$25K Hold
300
– – 0.01% 204
2015
Q1 		$24K Buy
+300
New +$24.9K 0.01% 214
2013
Q4 		– Sell
-45
Closed -$4K – 292
2013
Q3 		$4K Hold
45
– – ﹤0.01% 278
2013
Q2 		$4K Buy
+45
New +$3.83K ﹤0.01% 264

Other funds holding CAT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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 $580B AUM 38.23% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Monroe Bank & Trust's CAT Position: Q3 2015 in Review

Monroe Bank & Trust sold out of Caterpillar (CAT) in Q3 2015, closing a stake of 300 shares — an estimated $25K sold.

Monroe Bank & Trust first reported a position in CAT in Q2 2013 and held it in 4 quarters. The position peaked at $25K in Q2 2015. 1,059 funds tracked by Wall St. Rank hold CAT as of Q3 2015.

  • Monroe Bank & Trust reported no remaining Caterpillar position as of Q3 2015 after selling out during the quarter.
  • Monroe Bank & Trust sold 300 Caterpillar shares in Q3 2015, an estimated $25K.
  • Monroe Bank & Trust first reported a position in Caterpillar in Q2 2013 and held it in 4 quarters.
  • Monroe Bank & Trust's Caterpillar position peaked at $25K in Q2 2015.
  • 1,059 funds tracked by Wall St. Rank held Caterpillar as of Q3 2015.

Based on Monroe Bank & Trust's 13F filing for Q3 2015, filed 28 Oct 2015.