PBT
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Pictet Bank & Trust’s Caterpillar CAT Stock Holding History

Pictet Bank & Trust’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
-2,550
Closed -$233K – 84
2014
Q4 		$233K Hold
2,550
– – 0.09% 86
2014
Q3 		$253K Hold
2,550
– – 0.1% 88
2014
Q2 		$277K Buy
+2,550
New +$268K 0.11% 80

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
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 $609B AUM 40.19% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pictet Bank & Trust's CAT Position: Q1 2015 in Review

Pictet Bank & Trust sold out of Caterpillar (CAT) in Q1 2015, closing a stake of 2,550 shares — an estimated $233K sold.

Pictet Bank & Trust first reported a position in CAT in Q2 2014 and held it in 3 quarters. The position peaked at $277K in Q2 2014. 1,116 funds tracked by Wall St. Rank hold CAT as of Q1 2015.

  • Pictet Bank & Trust reported no remaining Caterpillar position as of Q1 2015 after selling out during the quarter.
  • Pictet Bank & Trust sold 2,550 Caterpillar shares in Q1 2015, an estimated $233K.
  • Pictet Bank & Trust first reported a position in Caterpillar in Q2 2014 and held it in 3 quarters.
  • Pictet Bank & Trust's Caterpillar position peaked at $277K in Q2 2014.
  • 1,116 funds tracked by Wall St. Rank held Caterpillar as of Q1 2015.

Based on Pictet Bank & Trust's 13F filing for Q1 2015, filed 12 May 2015.