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Robert N. Shapiro’s Caterpillar CAT Stock Holding History

Robert N. Shapiro’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
Q4 		$1.04M Buy
11,388
+683
+6% +$66.5K 0.21% 126
2014
Q3 		$1.06M Sell
10,705
-230
-2% -$24.4K 0.2% 124
2014
Q2 		$1.19M Sell
10,935
-3,915
-26% -$411K 0.23% 119
2014
Q1 		$1.48M Hold
14,850
– – 0.27% 117
2013
Q4 		$1.35M Sell
14,850
-800
-5% -$68.3K 0.24% 121
2013
Q3 		$1.3M Sell
15,650
-1,800
-10% -$152K 0.23% 125
2013
Q2 		$1.44M Buy
+17,450
New +$1.48M 0.3% 94

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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