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New England Private Wealth Advisors’s Caterpillar CAT Stock Holding History

New England Private Wealth 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
2015
Q1 		– Sell
-2,324
Closed -$213K – 109
2014
Q4 		$213K Buy
+2,324
New +$226K 0.08% 99

Other funds holding CAT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

New England Private Wealth Advisors's CAT Position: Q1 2015 in Review

New England Private Wealth Advisors sold out of Caterpillar (CAT) in Q1 2015, closing a stake of 2,324 shares — an estimated $213K sold.

New England Private Wealth Advisors first reported a position in CAT in Q4 2014 and held it in 1 quarter. The position peaked at $213K in Q4 2014. 1,116 funds tracked by Wall St. Rank hold CAT as of Q1 2015.

  • New England Private Wealth Advisors reported no remaining Caterpillar position as of Q1 2015 after selling out during the quarter.
  • New England Private Wealth Advisors sold 2,324 Caterpillar shares in Q1 2015, an estimated $213K.
  • New England Private Wealth Advisors first reported a position in Caterpillar in Q4 2014 and held it in 1 quarter.
  • New England Private Wealth Advisors's Caterpillar position peaked at $213K in Q4 2014.
  • 1,116 funds tracked by Wall St. Rank held Caterpillar as of Q1 2015.

Based on New England Private Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.