MCM
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Mork Capital Management’s Caterpillar CAT Stock Holding History

Mork Capital 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
2015
Q4 		– Sell
-7,800
Closed -$510K – 131
2015
Q3 		$510K Hold
7,800
– – 0.6% 93
2015
Q2 		$662K Hold
7,800
– – 0.78% 71
2015
Q1 		$624K Hold
7,800
– – 0.72% 84
2014
Q4 		$714K Buy
+7,800
New +$759K 0.54% 108

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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
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Gates Foundation Trust
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Bank of New York Mellon
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Mork Capital Management's CAT Position: Q4 2015 in Review

Mork Capital Management sold out of Caterpillar (CAT) in Q4 2015, closing a stake of 7,800 shares — an estimated $510K sold.

Mork Capital Management first reported a position in CAT in Q4 2014 and held it in 4 quarters. The position peaked at $714K in Q4 2014. 1,067 funds tracked by Wall St. Rank hold CAT as of Q4 2015.

  • Mork Capital Management reported no remaining Caterpillar position as of Q4 2015 after selling out during the quarter.
  • Mork Capital Management sold 7,800 Caterpillar shares in Q4 2015, an estimated $510K.
  • Mork Capital Management first reported a position in Caterpillar in Q4 2014 and held it in 4 quarters.
  • Mork Capital Management's Caterpillar position peaked at $714K in Q4 2014.
  • 1,067 funds tracked by Wall St. Rank held Caterpillar as of Q4 2015.

Based on Mork Capital Management's 13F filing for Q4 2015, filed 27 Jan 2016.