WT
CAT icon

Wilmington Trust’s Caterpillar CAT Stock Holding History

Wilmington 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
Q2 		$15.5M Buy
142,964
+1,172
+0.8% +$123K 0.26% 73
2014
Q1 		$14.1M Buy
141,792
+2,570
+2% +$242K 0.24% 76
2013
Q4 		$12.6M Buy
139,222
+6,185
+5% +$528K 0.21% 85
2013
Q3 		$11.1M Buy
133,037
+839
+0.6% +$71K 0.19% 85
2013
Q2 		$10.9M Buy
+132,198
New +$11.2M 0.22% 82

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 Trust's CAT Position: Q2 2014 in Review

Wilmington Trust increased its Caterpillar (CAT) stake by 0.83% in Q2 2014, buying an estimated $123K and bringing the position to 142,964 shares worth $15.5M. The position accounts for 0.26% of the portfolio, ranked #73.

Wilmington Trust first reported a position in CAT in Q2 2013 and has held it in 5 quarters since. 1,169 funds tracked by Wall St. Rank hold CAT as of Q2 2014.

  • Wilmington Trust held 142,964 shares of Caterpillar worth $15.5M as of Q2 2014.
  • Wilmington Trust bought 1,172 Caterpillar shares in Q2 2014, an estimated $123K.
  • Caterpillar made up 0.26% of Wilmington Trust's portfolio in Q2 2014, its #73 holding.
  • Wilmington Trust first reported a position in Caterpillar in Q2 2013 and has held it in 5 quarters since.
  • 1,169 funds tracked by Wall St. Rank held Caterpillar as of Q2 2014.

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