Ruane, Cunniff & Goldfarb’s Caterpillar CAT Stock Holding History

Ruane, Cunniff & Goldfarb’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
2017 Q2	–	Sell	-2,918	Closed	-$271K	–	73
2017 Q1	$271K	Sell	2,918 -3,930	-57%	-$372K	﹤0.01%	84
2016 Q4	$635K	Sell	6,848 -1,271	-16%	-$115K	0.01%	80
2016 Q3	$721K	Sell	8,119 -57,313	-88%	-$4.69M	0.01%	84
2016 Q2	$4.96M	Sell	65,432 -2,924	-4%	-$219K	0.05%	56
2016 Q1	$5.23M	Sell	68,356 -123	-0.2%	-$8.25K	0.04%	64
2015 Q4	$4.65M	Hold	68,479	–	–	0.03%	69
2015 Q3	$4.48M	Hold	68,479	–	–	0.02%	70
2015 Q2	$5.81M	Sell	68,479 -402	-0.6%	-$34.6K	0.03%	70
2015 Q1	$5.51M	Hold	68,881	–	–	0.03%	73
2014 Q4	$6.3M	Buy	68,881 +10	+0%	+$973	0.03%	69
2014 Q3	$6.82M	Sell	68,871 -204	-0.3%	-$21.6K	0.04%	66
2014 Q2	$7.51M	Buy	69,075 +22	+0%	+$2.31K	0.04%	67
2014 Q1	$6.86M	Sell	69,053 -664	-1%	-$62.6K	0.04%	63
2013 Q4	$6.33M	Sell	69,717 -794	-1%	-$67.8K	0.04%	64
2013 Q3	$5.88M	Sell	70,511 -31	-0%	-$2.62K	0.03%	67
2013 Q2	$5.82M	Buy	+70,542	New	+$6M	0.04%	65

Other funds holding CAT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ruane, Cunniff & Goldfarb's CAT Position: Q2 2017 in Review

Ruane, Cunniff & Goldfarb sold out of Caterpillar (CAT) in Q2 2017, closing a stake of 2,918 shares — an estimated $271K sold.

Ruane, Cunniff & Goldfarb first reported a position in CAT in Q2 2013 and held it in 16 quarters. The position peaked at $7.51M in Q2 2014. 1,193 funds tracked by Wall St. Rank hold CAT as of Q2 2017.

Ruane, Cunniff & Goldfarb reported no remaining Caterpillar position as of Q2 2017 after selling out during the quarter.
Ruane, Cunniff & Goldfarb sold 2,918 Caterpillar shares in Q2 2017, an estimated $271K.
Ruane, Cunniff & Goldfarb first reported a position in Caterpillar in Q2 2013 and held it in 16 quarters.
Ruane, Cunniff & Goldfarb's Caterpillar position peaked at $7.51M in Q2 2014.
1,193 funds tracked by Wall St. Rank held Caterpillar as of Q2 2017.

Based on Ruane, Cunniff & Goldfarb's 13F filing for Q2 2017, filed 14 Aug 2017.