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Wilson Kemp & Associates’s Caterpillar CAT Stock Holding History

Wilson Kemp & Associates’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
Q3 		– Sell
-2,650
Closed -$288K – 32
2014
Q2 		$288K Hold
2,650
– – 1.03% 42
2014
Q1 		$263K Hold
2,650
– – 0.68% 49
2013
Q4 		$241K Buy
+2,650
New +$226K 0.46% 58

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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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 $34.4B AUM 26.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wilson Kemp & Associates's CAT Position: Q3 2014 in Review

Wilson Kemp & Associates sold out of Caterpillar (CAT) in Q3 2014, closing a stake of 2,650 shares — an estimated $288K sold.

Wilson Kemp & Associates first reported a position in CAT in Q4 2013 and held it in 3 quarters. The position peaked at $288K in Q2 2014. 1,145 funds tracked by Wall St. Rank hold CAT as of Q3 2014.

  • Wilson Kemp & Associates reported no remaining Caterpillar position as of Q3 2014 after selling out during the quarter.
  • Wilson Kemp & Associates sold 2,650 Caterpillar shares in Q3 2014, an estimated $288K.
  • Wilson Kemp & Associates first reported a position in Caterpillar in Q4 2013 and held it in 3 quarters.
  • Wilson Kemp & Associates's Caterpillar position peaked at $288K in Q2 2014.
  • 1,145 funds tracked by Wall St. Rank held Caterpillar as of Q3 2014.

Based on Wilson Kemp & Associates's 13F filing for Q3 2014, filed 20 Oct 2014.