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Neuberger Berman Canada’s Caterpillar CAT Stock Holding History

Neuberger Berman Canada’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
2016
Q4 		– Sell
-40
Closed -$1K – 267
2016
Q3 		$1K Buy
+40
New +$3.27K ﹤0.01% 191

Other funds holding CAT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Neuberger Berman Canada's CAT Position: Q4 2016 in Review

Neuberger Berman Canada sold out of Caterpillar (CAT) in Q4 2016, closing a stake of 12,572 shares — an estimated $1.12M sold.

Neuberger Berman Canada first reported a position in CAT in Q3 2013 and held it in 10 quarters. The position peaked at $2.88M in Q4 2013. 1,162 funds tracked by Wall St. Rank hold CAT as of Q4 2016.

  • Neuberger Berman Canada reported no remaining Caterpillar position as of Q4 2016 after selling out during the quarter.
  • Neuberger Berman Canada sold 12,572 Caterpillar shares in Q4 2016, an estimated $1.12M.
  • Neuberger Berman Canada first reported a position in Caterpillar in Q3 2013 and held it in 10 quarters.
  • Neuberger Berman Canada's Caterpillar position peaked at $2.88M in Q4 2013.
  • 1,162 funds tracked by Wall St. Rank held Caterpillar as of Q4 2016.

Based on Neuberger Berman Canada's 13F filing for Q4 2016, filed 20 Jan 2017.