Sarofim Fayez’s Caterpillar CAT Stock Holding History

Sarofim Fayez’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
2013 Q3	$191M	Buy	+2,292,645	New	+$194M	0.93%	38

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Sarofim Fayez's CAT Position: Q3 2013 in Review

Sarofim Fayez opened a new position in Caterpillar (CAT) in Q3 2013: 2,292,645 shares worth $191M. The stake represents 0.93% of the portfolio and ranks #38 among its holdings.

1,071 funds tracked by Wall St. Rank hold CAT as of Q3 2013.

Sarofim Fayez held 2,292,645 shares of Caterpillar worth $191M as of Q3 2013.
Caterpillar was a new Sarofim Fayez position in Q3 2013.
Caterpillar made up 0.93% of Sarofim Fayez's portfolio in Q3 2013, its #38 holding.
1,071 funds tracked by Wall St. Rank held Caterpillar as of Q3 2013.

Based on Sarofim Fayez's 13F filing for Q3 2013, filed 14 Nov 2013.