Reik & Co’s Caterpillar CAT Stock Holding History

Reik & Co’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	-2,708	Closed	-$246K	–	60
2013 Q4	$246K	Buy	+2,708	New	+$231K	0.09%	54

Other funds holding CAT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Reik & Co's CAT Position: Q1 2014 in Review

Reik & Co sold out of Caterpillar (CAT) in Q1 2014, closing a stake of 2,708 shares — an estimated $246K sold.

Reik & Co first reported a position in CAT in Q4 2013 and held it in 1 quarter. The position peaked at $246K in Q4 2013. 1,160 funds tracked by Wall St. Rank hold CAT as of Q1 2014.

Reik & Co reported no remaining Caterpillar position as of Q1 2014 after selling out during the quarter.
Reik & Co sold 2,708 Caterpillar shares in Q1 2014, an estimated $246K.
Reik & Co first reported a position in Caterpillar in Q4 2013 and held it in 1 quarter.
Reik & Co's Caterpillar position peaked at $246K in Q4 2013.
1,160 funds tracked by Wall St. Rank held Caterpillar as of Q1 2014.

Based on Reik & Co's 13F filing for Q1 2014, filed 8 May 2014.