SMA
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Simply Money Advisors’s Caterpillar CAT Stock Holding History

Simply Money Advisors’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 		– Sell
-124
Closed -$10K – 155
2013
Q2 		$10K Buy
+124
New +$10.5K ﹤0.01% 154

Other funds holding CAT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
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
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Simply Money Advisors's CAT Position: Q3 2013 in Review

Simply Money Advisors sold out of Caterpillar (CAT) in Q3 2013, closing a stake of 124 shares — an estimated $10K sold.

Simply Money Advisors first reported a position in CAT in Q2 2013 and held it in 1 quarter. The position peaked at $10K in Q2 2013. 1,071 funds tracked by Wall St. Rank hold CAT as of Q3 2013.

  • Simply Money Advisors reported no remaining Caterpillar position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 124 Caterpillar shares in Q3 2013, an estimated $10K.
  • Simply Money Advisors first reported a position in Caterpillar in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's Caterpillar position peaked at $10K in Q2 2013.
  • 1,071 funds tracked by Wall St. Rank held Caterpillar as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.