MYCIO Wealth Partners’s Caterpillar CAT Stock Holding History

MYCIO Wealth Partners’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
2020 Q1	–	Sell	-2,175	Closed	-$321K	–	80
2019 Q4	$321K	Buy	+2,175	New	+$304K	0.02%	259
2016 Q4	–	Sell	-550	Closed	-$49K	–	280
2016 Q3	$49K	Buy	550 +350	+175%	+$28.6K	0.01%	343
2016 Q2	$15K	Hold	200	–	–	﹤0.01%	495
2016 Q1	$15K	Sell	200 -500	-71%	-$33.5K	﹤0.01%	467
2015 Q4	$48K	Hold	700	–	–	0.01%	295
2015 Q3	$46K	Hold	700	–	–	0.01%	305
2015 Q2	$59K	Buy	700 +335	+92%	+$28.8K	0.01%	275
2015 Q1	$29K	Sell	365 -299	-45%	-$24.8K	0.01%	353
2014 Q4	$61K	Buy	664 +201	+43%	+$19.6K	0.01%	244
2014 Q3	$46K	Buy	463 +2	+0.4%	+$212	0.01%	260
2014 Q2	$50K	Hold	461	–	–	0.01%	263
2014 Q1	$46K	Sell	461 -949	-67%	-$89.5K	0.01%	267
2013 Q4	$128K	Buy	1,410 +2	+0.1%	+$171	0.03%	163
2013 Q3	$117K	Buy	1,408 +1	+0.1%	+$85	0.03%	163
2013 Q2	$116K	Buy	+1,407	New	+$120K	0.03%	157

Other funds holding CAT

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Gates Foundation Trust

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return