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NWQ Investment Management Company’s Caterpillar CAT Stock Holding History

NWQ Investment Management 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
Q3 		– Sell
-79,900
Closed -$6.78M – 158
2015
Q2 		$6.78M Buy
79,900
+15,300
+24% +$1.32M 0.09% 119
2015
Q1 		$5.17M Buy
+64,600
New +$5.37M 0.06% 124

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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

NWQ Investment Management Company's CAT Position: Q3 2015 in Review

NWQ Investment Management Company sold out of Caterpillar (CAT) in Q3 2015, closing a stake of 79,900 shares — an estimated $6.78M sold.

NWQ Investment Management Company first reported a position in CAT in Q1 2015 and held it in 2 quarters. The position peaked at $6.78M in Q2 2015. 1,059 funds tracked by Wall St. Rank hold CAT as of Q3 2015.

  • NWQ Investment Management Company reported no remaining Caterpillar position as of Q3 2015 after selling out during the quarter.
  • NWQ Investment Management Company sold 79,900 Caterpillar shares in Q3 2015, an estimated $6.78M.
  • NWQ Investment Management Company first reported a position in Caterpillar in Q1 2015 and held it in 2 quarters.
  • NWQ Investment Management Company's Caterpillar position peaked at $6.78M in Q2 2015.
  • 1,059 funds tracked by Wall St. Rank held Caterpillar as of Q3 2015.

Based on NWQ Investment Management Company's 13F filing for Q3 2015, filed 16 Nov 2015.