MU Investments Company’s Caterpillar CAT Stock Holding History

MU Investments Company’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	-1,000	Closed	-$64K	–	206
2015 Q3	$64K	Sell	1,000 -600	-38%	-$45.9K	0.03%	245
2015 Q2	$136K	Hold	1,600	–	–	0.06%	215
2015 Q1	$130K	Hold	1,600	–	–	0.06%	217
2014 Q4	$151K	Hold	1,600	–	–	0.07%	211
2014 Q3	$160K	Sell	1,600 -100	-6%	-$10.6K	0.08%	208
2014 Q2	$185K	Buy	1,700 +700	+70%	+$73.5K	0.08%	213
2014 Q1	$99K	Hold	1,000	–	–	0.05%	240
2013 Q4	$91K	Hold	1,000	–	–	0.04%	244
2013 Q3	$84K	Hold	1,000	–	–	0.04%	236
2013 Q2	$83K	Buy	+1,000	New	+$85K	0.04%	237

Other funds holding CAT

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MU Investments Company's CAT Position: Q4 2015 in Review

MU Investments Company sold out of Caterpillar (CAT) in Q4 2015, closing a stake of 1,000 shares — an estimated $64K sold.

MU Investments Company first reported a position in CAT in Q2 2013 and held it in 10 quarters. The position peaked at $185K in Q2 2014. 1,067 funds tracked by Wall St. Rank hold CAT as of Q4 2015.

MU Investments Company reported no remaining Caterpillar position as of Q4 2015 after selling out during the quarter.
MU Investments Company sold 1,000 Caterpillar shares in Q4 2015, an estimated $64K.
MU Investments Company first reported a position in Caterpillar in Q2 2013 and held it in 10 quarters.
MU Investments Company's Caterpillar position peaked at $185K in Q2 2014.
1,067 funds tracked by Wall St. Rank held Caterpillar as of Q4 2015.

Based on MU Investments Company's 13F filing for Q4 2015, filed 28 Jan 2016.