PIM
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Perkins Investment Management’s Caterpillar CAT Stock Holding History

Perkins Investment Management’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
2014
Q1 		– Sell
-17,476
Closed -$1.59M – 258
2013
Q4 		$1.59M Buy
+17,476
New +$1.49M 0.01% 238

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Perkins Investment Management's CAT Position: Q1 2014 in Review

Perkins Investment Management sold out of Caterpillar (CAT) in Q1 2014, closing a stake of 17,476 shares — an estimated $1.59M sold.

Perkins Investment Management first reported a position in CAT in Q4 2013 and held it in 1 quarter. The position peaked at $1.59M in Q4 2013. 1,160 funds tracked by Wall St. Rank hold CAT as of Q1 2014.

  • Perkins Investment Management reported no remaining Caterpillar position as of Q1 2014 after selling out during the quarter.
  • Perkins Investment Management sold 17,476 Caterpillar shares in Q1 2014, an estimated $1.59M.
  • Perkins Investment Management first reported a position in Caterpillar in Q4 2013 and held it in 1 quarter.
  • Perkins Investment Management's Caterpillar position peaked at $1.59M in Q4 2013.
  • 1,160 funds tracked by Wall St. Rank held Caterpillar as of Q1 2014.

Based on Perkins Investment Management's 13F filing for Q1 2014, filed 15 May 2014.