Wright Private Asset Management’s Caterpillar CAT Stock Holding History

Wright Private Asset 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
2013 Q2	$291K	Buy	+3,530	New	+$300K	2.66%	15

Other funds holding CAT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wright Private Asset Management's CAT Position: Q2 2013 in Review

Wright Private Asset Management opened a new position in Caterpillar (CAT) in Q2 2013: 3,530 shares worth $291K. The stake represents 2.66% of the portfolio and ranks #15 among its holdings.

1,073 funds tracked by Wall St. Rank hold CAT as of Q2 2013.

Wright Private Asset Management held 3,530 shares of Caterpillar worth $291K as of Q2 2013.
Caterpillar was a new Wright Private Asset Management position in Q2 2013.
Caterpillar made up 2.66% of Wright Private Asset Management's portfolio in Q2 2013, its #15 holding.
1,073 funds tracked by Wall St. Rank held Caterpillar as of Q2 2013.

Based on Wright Private Asset Management's 13F filing for Q2 2013, filed 31 Jul 2013.