PIP
CAT icon

Perennial Investment Partners’s Caterpillar CAT Stock Holding History

Perennial Investment Partners’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
2013
Q4 		– Sell
-27,211
Closed -$2.27M – 76
2013
Q3 		$2.27M Sell
27,211
-13,247
-33% -$1.12M 0.58% 59
2013
Q2 		$3.34M Buy
+40,458
New +$3.44M 0.86% 38

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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 $544B AUM 28.31% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Perennial Investment Partners's CAT Position: Q4 2013 in Review

Perennial Investment Partners sold out of Caterpillar (CAT) in Q4 2013, closing a stake of 27,211 shares — an estimated $2.27M sold.

Perennial Investment Partners first reported a position in CAT in Q2 2013 and held it in 2 quarters. The position peaked at $3.34M in Q2 2013. 1,139 funds tracked by Wall St. Rank hold CAT as of Q4 2013.

  • Perennial Investment Partners reported no remaining Caterpillar position as of Q4 2013 after selling out during the quarter.
  • Perennial Investment Partners sold 27,211 Caterpillar shares in Q4 2013, an estimated $2.27M.
  • Perennial Investment Partners first reported a position in Caterpillar in Q2 2013 and held it in 2 quarters.
  • Perennial Investment Partners's Caterpillar position peaked at $3.34M in Q2 2013.
  • 1,139 funds tracked by Wall St. Rank held Caterpillar as of Q4 2013.

Based on Perennial Investment Partners's 13F filing for Q4 2013, filed 13 Feb 2014.