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Nationwide Fund Advisors’s Caterpillar CAT Stock Holding History

Nationwide Fund Advisors’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
2017
Q4 		– Sell
-287,285
Closed -$35.8M – 337
2017
Q3 		$35.8M Buy
287,285
+51,060
+22% +$5.88M 0.14% 137
2017
Q2 		$25.4M Buy
236,225
+70,581
+43% +$7.17M 0.1% 224
2017
Q1 		$15.4M Sell
165,644
-42,505
-20% -$4.02M 0.06% 448
2016
Q4 		$19.3M Sell
208,149
-5,682
-3% -$515K 0.08% 312
2016
Q3 		$19M Buy
213,831
+824
+0.4% +$67.4K 0.08% 314
2016
Q2 		$16.1M Sell
213,007
-4,068
-2% -$305K 0.07% 363
2016
Q1 		$16.6M Sell
217,075
-5,720
-3% -$384K 0.07% 362
2015
Q4 		$15.1M Sell
222,795
-36,070
-14% -$2.52M 0.06% 384
2015
Q3 		$16.9M Sell
258,865
-41,466
-14% -$3.17M 0.08% 313
2015
Q2 		$25.5M Sell
300,331
-26,685
-8% -$2.29M 0.1% 216
2015
Q1 		$26.2M Sell
327,016
-14,031
-4% -$1.17M 0.11% 218
2014
Q4 		$31.2M Buy
341,047
+21,823
+7% +$2.12M 0.13% 165
2014
Q3 		$31.6M Buy
319,224
+14,392
+5% +$1.53M 0.13% 161
2014
Q2 		$33.1M Sell
304,832
-9,512
-3% -$998K 0.13% 170
2014
Q1 		$31.2M Buy
314,344
+24,190
+8% +$2.28M 0.14% 156
2013
Q4 		$26.3M Sell
290,154
-12,552
-4% -$1.07M 0.11% 206
2013
Q3 		$25.2M Sell
302,706
-42,848
-12% -$3.62M 0.11% 207
2013
Q2 		$28.5M Buy
+345,554
New +$29.4M 0.15% 126

Other funds holding CAT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nationwide Fund Advisors's CAT Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Caterpillar (CAT) in Q4 2017, closing a stake of 287,285 shares — an estimated $35.8M sold.

Nationwide Fund Advisors first reported a position in CAT in Q2 2013 and held it in 18 quarters. The position peaked at $35.8M in Q3 2017. 1,482 funds tracked by Wall St. Rank hold CAT as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Caterpillar position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 287,285 Caterpillar shares in Q4 2017, an estimated $35.8M.
  • Nationwide Fund Advisors first reported a position in Caterpillar in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's Caterpillar position peaked at $35.8M in Q3 2017.
  • 1,482 funds tracked by Wall St. Rank held Caterpillar as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.