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Stellar Capital Management’s Caterpillar CAT Stock Holding History

Stellar Capital Management’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
2014
Q2 		– Sell
-15,587
Closed -$1.55M – 68
2014
Q1 		$1.55M Sell
15,587
-650
-4% -$61.3K 1.74% 26
2013
Q4 		$1.47M Buy
+16,237
New +$1.39M 1.58% 27

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Stellar Capital Management's CAT Position: Q2 2014 in Review

Stellar Capital Management sold out of Caterpillar (CAT) in Q2 2014, closing a stake of 15,587 shares — an estimated $1.55M sold.

Stellar Capital Management first reported a position in CAT in Q4 2013 and held it in 2 quarters. The position peaked at $1.55M in Q1 2014. 1,169 funds tracked by Wall St. Rank hold CAT as of Q2 2014.

  • Stellar Capital Management reported no remaining Caterpillar position as of Q2 2014 after selling out during the quarter.
  • Stellar Capital Management sold 15,587 Caterpillar shares in Q2 2014, an estimated $1.55M.
  • Stellar Capital Management first reported a position in Caterpillar in Q4 2013 and held it in 2 quarters.
  • Stellar Capital Management's Caterpillar position peaked at $1.55M in Q1 2014.
  • 1,169 funds tracked by Wall St. Rank held Caterpillar as of Q2 2014.

Based on Stellar Capital Management's 13F filing for Q2 2014, filed 25 Jul 2014.