WIL
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Winifred I. Li’s Caterpillar CAT Stock Holding History

Winifred I. Li’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
Q4 		$48K Hold
525
– – 0.05% 289
2014
Q3 		$52K Hold
525
– – 0.05% 281
2014
Q2 		$57K Hold
525
– – 0.05% 277
2014
Q1 		$52K Hold
525
– – 0.05% 279
2013
Q4 		$48K Hold
525
– – 0.04% 284
2013
Q3 		$44K Sell
525
-685
-57% -$57.9K 0.04% 281
2013
Q2 		$100K Buy
+1,210
New +$103K 0.09% 180

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Winifred I. Li's CAT Position: Q4 2014 in Review

Winifred I. Li held its Caterpillar (CAT) position steady in Q4 2014 at 525 shares worth $48K. The position accounts for 0.05% of the portfolio, ranked #289.

Winifred I. Li first reported a position in CAT in Q2 2013 and has held it in 7 quarters since. The position peaked at $100K in Q2 2013. 1,199 funds tracked by Wall St. Rank hold CAT as of Q4 2014.

  • Winifred I. Li held 525 shares of Caterpillar worth $48K as of Q4 2014.
  • Winifred I. Li left its Caterpillar share count unchanged in Q4 2014.
  • Caterpillar made up 0.05% of Winifred I. Li's portfolio in Q4 2014, its #289 holding.
  • Winifred I. Li first reported a position in Caterpillar in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's Caterpillar position peaked at $100K in Q2 2013.
  • 1,199 funds tracked by Wall St. Rank held Caterpillar as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.