WG
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Winchester Group’s Caterpillar CAT Stock Holding History

Winchester Group’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
2013
Q3 		$413K Sell
4,958
-5,233
-51% -$443K 0.09% 154
2013
Q2 		$840K Buy
+10,191
New +$867K 0.18% 119

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 $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Winchester Group's CAT Position: Q3 2013 in Review

Winchester Group reduced its Caterpillar (CAT) stake by 51% in Q3 2013, selling an estimated $443K and leaving 4,958 shares worth $413K. The position accounts for 0.09% of the portfolio, ranked #154.

Winchester Group first reported a position in CAT in Q2 2013 and has held it in 2 quarters since. The position peaked at $840K in Q2 2013. 1,071 funds tracked by Wall St. Rank hold CAT as of Q3 2013.

  • Winchester Group held 4,958 shares of Caterpillar worth $413K as of Q3 2013.
  • Winchester Group sold 5,233 Caterpillar shares in Q3 2013, an estimated $443K.
  • Caterpillar made up 0.09% of Winchester Group's portfolio in Q3 2013, its #154 holding.
  • Winchester Group first reported a position in Caterpillar in Q2 2013 and has held it in 2 quarters since.
  • Winchester Group's Caterpillar position peaked at $840K in Q2 2013.
  • 1,071 funds tracked by Wall St. Rank held Caterpillar as of Q3 2013.

Based on Winchester Group's 13F filing for Q3 2013, filed 16 Oct 2013.