Shinko Asset Management Company’s Caterpillar CAT Stock Holding History

Shinko Asset Management Company’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
2016 Q3	$135K	Hold	1,523	–	–	﹤0.01%	381
2016 Q2	$115K	Hold	1,523	–	–	﹤0.01%	394
2016 Q1	$117K	Sell	1,523 -119	-7%	-$7.98K	﹤0.01%	383
2015 Q4	$112K	Hold	1,642	–	–	﹤0.01%	397
2015 Q3	$107K	Hold	1,642	–	–	﹤0.01%	395
2015 Q2	$139K	Sell	1,642 -145	-8%	-$12.5K	﹤0.01%	294
2015 Q1	$143K	Sell	1,787 -189	-10%	-$15.7K	﹤0.01%	232
2014 Q4	$181K	Sell	1,976 -300	-13%	-$29.2K	﹤0.01%	220
2014 Q3	$225K	Sell	2,276 -200	-8%	-$21.2K	﹤0.01%	214
2014 Q2	$269K	Sell	2,476 -100	-4%	-$10.5K	﹤0.01%	201
2014 Q1	$256K	Sell	2,576 -256	-9%	-$24.1K	﹤0.01%	197
2013 Q4	$257K	Sell	2,832 -268	-9%	-$22.9K	﹤0.01%	197
2013 Q3	$258K	Sell	3,100 -200	-6%	-$16.9K	﹤0.01%	196
2013 Q2	$272K	Buy	+3,300	New	+$281K	﹤0.01%	191

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BIT

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

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

Shinko Asset Management Company's CAT Position: Q3 2016 in Review

Shinko Asset Management Company held its Caterpillar (CAT) position steady in Q3 2016 at 1,523 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Shinko Asset Management Company first reported a position in CAT in Q2 2013 and has held it in 14 quarters since. The position peaked at $272K in Q2 2013. 1,093 funds tracked by Wall St. Rank hold CAT as of Q3 2016.

Shinko Asset Management Company held 1,523 shares of Caterpillar worth $135K as of Q3 2016.
Shinko Asset Management Company left its Caterpillar share count unchanged in Q3 2016.
Caterpillar made up ﹤0.01% of Shinko Asset Management Company's portfolio in Q3 2016, its #381 holding.
Shinko Asset Management Company first reported a position in Caterpillar in Q2 2013 and has held it in 14 quarters since.
Shinko Asset Management Company's Caterpillar position peaked at $272K in Q2 2013.
1,093 funds tracked by Wall St. Rank held Caterpillar as of Q3 2016.

Based on Shinko Asset Management Company's 13F filing for Q3 2016, filed 24 Oct 2016.