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Strategic Capital Alternatives’s Caterpillar CAT Stock Holding History

Strategic Capital Alternatives’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
Q3 		– Sell
-3,779
Closed -$314K – 329
2015
Q2 		$314K Hold
3,779
– – 0.08% 162
2015
Q1 		$302K Buy
+3,779
New +$314K 0.08% 146
2014
Q4 		– Sell
-2,470
Closed -$245K – 134
2014
Q3 		$245K Buy
+2,470
New +$262K 0.09% 121

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Strategic Capital Alternatives's CAT Position: Q3 2015 in Review

Strategic Capital Alternatives sold out of Caterpillar (CAT) in Q3 2015, closing a stake of 3,779 shares — an estimated $314K sold.

Strategic Capital Alternatives first reported a position in CAT in Q3 2014 and held it in 3 quarters. The position peaked at $314K in Q2 2015. 1,059 funds tracked by Wall St. Rank hold CAT as of Q3 2015.

  • Strategic Capital Alternatives reported no remaining Caterpillar position as of Q3 2015 after selling out during the quarter.
  • Strategic Capital Alternatives sold 3,779 Caterpillar shares in Q3 2015, an estimated $314K.
  • Strategic Capital Alternatives first reported a position in Caterpillar in Q3 2014 and held it in 3 quarters.
  • Strategic Capital Alternatives's Caterpillar position peaked at $314K in Q2 2015.
  • 1,059 funds tracked by Wall St. Rank held Caterpillar as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.