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Tower Trust’s Caterpillar CAT Stock Holding History

Tower Trust’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
Q1 		$318K Buy
3,197
+10
+0.3% +$943 0.2% 125
2013
Q4 		$289K Hold
3,187
– – 0.17% 127
2013
Q3 		$266K Sell
3,187
-250
-7% -$21.1K 0.18% 128
2013
Q2 		$284K Buy
+3,437
New +$292K 0.2% 114

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tower Trust's CAT Position: Q1 2014 in Review

Tower Trust increased its Caterpillar (CAT) stake by 0.31% in Q1 2014, buying an estimated $943 and bringing the position to 3,197 shares worth $318K. The position accounts for 0.2% of the portfolio, ranked #125.

Tower Trust first reported a position in CAT in Q2 2013 and has held it in 4 quarters since. 1,160 funds tracked by Wall St. Rank hold CAT as of Q1 2014.

  • Tower Trust held 3,197 shares of Caterpillar worth $318K as of Q1 2014.
  • Tower Trust bought 10 Caterpillar shares in Q1 2014, an estimated $943.
  • Caterpillar made up 0.2% of Tower Trust's portfolio in Q1 2014, its #125 holding.
  • Tower Trust first reported a position in Caterpillar in Q2 2013 and has held it in 4 quarters since.
  • 1,160 funds tracked by Wall St. Rank held Caterpillar as of Q1 2014.

Based on Tower Trust's 13F filing for Q1 2014, filed 8 May 2014.