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Park Avenue Institutional Advisers’s Caterpillar CAT Stock Holding History

Park Avenue Institutional Advisers’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
Q3 		– Sell
-3,668
Closed -$278K – 73
2016
Q2 		$278K Hold
3,668
– – 0.24% 100
2016
Q1 		$281K Sell
3,668
-103
-3% -$6.91K 0.24% 100
2015
Q4 		$256K Sell
3,771
-243
-6% -$17K 0.22% 109
2015
Q3 		$262K Sell
4,014
-74
-2% -$5.66K 0.23% 105
2015
Q2 		$347K Buy
+4,088
New +$352K 0.28% 88

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $580B AUM 38.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Park Avenue Institutional Advisers's CAT Position: Q3 2016 in Review

Park Avenue Institutional Advisers sold out of Caterpillar (CAT) in Q3 2016, closing a stake of 3,668 shares — an estimated $278K sold.

Park Avenue Institutional Advisers first reported a position in CAT in Q2 2015 and held it in 5 quarters. The position peaked at $347K in Q2 2015. 1,095 funds tracked by Wall St. Rank hold CAT as of Q3 2016.

  • Park Avenue Institutional Advisers reported no remaining Caterpillar position as of Q3 2016 after selling out during the quarter.
  • Park Avenue Institutional Advisers sold 3,668 Caterpillar shares in Q3 2016, an estimated $278K.
  • Park Avenue Institutional Advisers first reported a position in Caterpillar in Q2 2015 and held it in 5 quarters.
  • Park Avenue Institutional Advisers's Caterpillar position peaked at $347K in Q2 2015.
  • 1,095 funds tracked by Wall St. Rank held Caterpillar as of Q3 2016.

Based on Park Avenue Institutional Advisers's 13F filing for Q3 2016, filed 15 Feb 2017.