VNB
CAT icon

Valley National Bancorp’s Caterpillar CAT Stock Holding History

Valley National Bancorp’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
Q4 		– Sell
-150
Closed -$15K – 222
2014
Q3 		$15K Hold
150
– – 0.02% 168
2014
Q2 		$16K Hold
150
– – 0.02% 164
2014
Q1 		$15K Hold
150
– – 0.02% 164
2013
Q4 		$14K Buy
+150
New +$12.8K 0.01% 175

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Valley National Bancorp's CAT Position: Q4 2014 in Review

Valley National Bancorp sold out of Caterpillar (CAT) in Q4 2014, closing a stake of 150 shares — an estimated $15K sold.

Valley National Bancorp first reported a position in CAT in Q4 2013 and held it in 4 quarters. The position peaked at $16K in Q2 2014. 1,199 funds tracked by Wall St. Rank hold CAT as of Q4 2014.

  • Valley National Bancorp reported no remaining Caterpillar position as of Q4 2014 after selling out during the quarter.
  • Valley National Bancorp sold 150 Caterpillar shares in Q4 2014, an estimated $15K.
  • Valley National Bancorp first reported a position in Caterpillar in Q4 2013 and held it in 4 quarters.
  • Valley National Bancorp's Caterpillar position peaked at $16K in Q2 2014.
  • 1,199 funds tracked by Wall St. Rank held Caterpillar as of Q4 2014.

Based on Valley National Bancorp's 13F filing for Q4 2014, filed 9 Feb 2015.