Pacific Financial Group’s Caterpillar CAT Stock Holding History

Pacific Financial Group’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	-4	Closed	–	–	69
2014 Q4	$0	Buy	+4	New	+$389	﹤0.01%	227

Other funds holding CAT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pacific Financial Group's CAT Position: Q1 2015 in Review

Pacific Financial Group sold out of Caterpillar (CAT) in Q1 2015, closing a stake of 4 shares.

Pacific Financial Group first reported a position in CAT in Q4 2014 and held it in 1 quarter. The position peaked at $0 in Q4 2014. 1,116 funds tracked by Wall St. Rank hold CAT as of Q1 2015.

Pacific Financial Group reported no remaining Caterpillar position as of Q1 2015 after selling out during the quarter.
Pacific Financial Group sold 4 Caterpillar shares in Q1 2015.
Pacific Financial Group first reported a position in Caterpillar in Q4 2014 and held it in 1 quarter.
Pacific Financial Group's Caterpillar position peaked at $0 in Q4 2014.
1,116 funds tracked by Wall St. Rank held Caterpillar as of Q1 2015.

Based on Pacific Financial Group's 13F filing for Q1 2015, filed 27 Apr 2015.