Ruggie Capital Group’s Caterpillar CAT Stock Holding History

Ruggie Capital Group’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 Q2	–	Sell	-60	Closed	-$5K	–	357
2015 Q1	$5K	Buy	+60	New	+$4.99K	0.01%	176

Other funds holding CAT

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ruggie Capital Group's CAT Position: Q2 2015 in Review

Ruggie Capital Group sold out of Caterpillar (CAT) in Q2 2015, closing a stake of 60 shares — an estimated $5K sold.

Ruggie Capital Group first reported a position in CAT in Q1 2015 and held it in 1 quarter. The position peaked at $5K in Q1 2015. 1,129 funds tracked by Wall St. Rank hold CAT as of Q2 2015.

Ruggie Capital Group reported no remaining Caterpillar position as of Q2 2015 after selling out during the quarter.
Ruggie Capital Group sold 60 Caterpillar shares in Q2 2015, an estimated $5K.
Ruggie Capital Group first reported a position in Caterpillar in Q1 2015 and held it in 1 quarter.
Ruggie Capital Group's Caterpillar position peaked at $5K in Q1 2015.
1,129 funds tracked by Wall St. Rank held Caterpillar as of Q2 2015.

Based on Ruggie Capital Group's 13F filing for Q2 2015, filed 14 Aug 2015.