SIA
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Stancorp Investment Advisers’s Caterpillar CAT Stock Holding History

Stancorp Investment Advisers’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
Q1 		$94K Sell
1,169
-999
-46% -$83K 0.04% 222
2014
Q4 		$198K Buy
+2,168
New +$211K 0.09% 167

Other funds holding CAT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stancorp Investment Advisers's CAT Position: Q1 2015 in Review

Stancorp Investment Advisers reduced its Caterpillar (CAT) stake by 46% in Q1 2015, selling an estimated $83K and leaving 1,169 shares worth $94K. The position accounts for 0.04% of the portfolio, ranked #222.

Stancorp Investment Advisers first reported a position in CAT in Q4 2014 and has held it in 2 quarters since. The position peaked at $198K in Q4 2014. 1,115 funds tracked by Wall St. Rank hold CAT as of Q1 2015.

  • Stancorp Investment Advisers held 1,169 shares of Caterpillar worth $94K as of Q1 2015.
  • Stancorp Investment Advisers sold 999 Caterpillar shares in Q1 2015, an estimated $83K.
  • Caterpillar made up 0.04% of Stancorp Investment Advisers's portfolio in Q1 2015, its #222 holding.
  • Stancorp Investment Advisers first reported a position in Caterpillar in Q4 2014 and has held it in 2 quarters since.
  • Stancorp Investment Advisers's Caterpillar position peaked at $198K in Q4 2014.
  • 1,115 funds tracked by Wall St. Rank held Caterpillar as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.