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Wilmington Trust Investment Management’s Caterpillar CAT Stock Holding History

Wilmington Trust Investment 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 		$711K Sell
6,539
-1,500
-19% -$157K 0.14% 112
2014
Q1 		$799K Sell
8,039
-3,100
-28% -$292K 0.16% 108
2013
Q4 		$1.01M Sell
11,139
-800
-7% -$68.3K 0.2% 90
2013
Q3 		$995K Hold
11,939
– – 0.21% 83
2013
Q2 		$985K Buy
+11,939
New +$1.02M 0.21% 78

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 $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 16.26% 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 $609B AUM 40.19% 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 Trust Investment Management's CAT Position: Q2 2014 in Review

Wilmington Trust Investment Management reduced its Caterpillar (CAT) stake by 19% in Q2 2014, selling an estimated $157K and leaving 6,539 shares worth $711K. The position accounts for 0.14% of the portfolio, ranked #112.

Wilmington Trust Investment Management first reported a position in CAT in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.01M in Q4 2013. 1,169 funds tracked by Wall St. Rank hold CAT as of Q2 2014.

  • Wilmington Trust Investment Management held 6,539 shares of Caterpillar worth $711K as of Q2 2014.
  • Wilmington Trust Investment Management sold 1,500 Caterpillar shares in Q2 2014, an estimated $157K.
  • Caterpillar made up 0.14% of Wilmington Trust Investment Management's portfolio in Q2 2014, its #112 holding.
  • Wilmington Trust Investment Management first reported a position in Caterpillar in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust Investment Management's Caterpillar position peaked at $1.01M in Q4 2013.
  • 1,169 funds tracked by Wall St. Rank held Caterpillar as of Q2 2014.

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