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Wilmington Funds Management’s Caterpillar CAT Stock Holding History

Wilmington Funds 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 		$967K Sell
8,900
-3,200
-26% -$336K 0.1% 212
2014
Q1 		$1.2M Hold
12,100
– – 0.13% 170
2013
Q4 		$1.1M Sell
12,100
-1,400
-10% -$120K 0.11% 217
2013
Q3 		$1.13M Sell
13,500
-1,600
-11% -$135K 0.11% 210
2013
Q2 		$1.25M Buy
+15,100
New +$1.28M 0.12% 187

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

Wilmington Funds Management's CAT Position: Q2 2014 in Review

Wilmington Funds Management reduced its Caterpillar (CAT) stake by 26% in Q2 2014, selling an estimated $336K and leaving 8,900 shares worth $967K. The position accounts for 0.1% of the portfolio, ranked #212.

Wilmington Funds Management first reported a position in CAT in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.25M in Q2 2013. 1,169 funds tracked by Wall St. Rank hold CAT as of Q2 2014.

  • Wilmington Funds Management held 8,900 shares of Caterpillar worth $967K as of Q2 2014.
  • Wilmington Funds Management sold 3,200 Caterpillar shares in Q2 2014, an estimated $336K.
  • Caterpillar made up 0.1% of Wilmington Funds Management's portfolio in Q2 2014, its #212 holding.
  • Wilmington Funds Management first reported a position in Caterpillar in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Funds Management's Caterpillar position peaked at $1.25M in Q2 2013.
  • 1,169 funds tracked by Wall St. Rank held Caterpillar as of Q2 2014.

Based on Wilmington Funds Management's 13F filing for Q2 2014, filed 13 Aug 2014.