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Yellowstone Partners’s Caterpillar CAT Stock Holding History

Yellowstone Partners’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
-6,903
Closed -$750K – 189
2014
Q2 		$750K Sell
6,903
-686
-9% -$72K 0.44% 51
2014
Q1 		$754K Sell
7,589
-181
-2% -$17.1K 0.48% 45
2013
Q4 		$706K Buy
+7,770
New +$663K 0.46% 48

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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

Yellowstone Partners's CAT Position: Q3 2014 in Review

Yellowstone Partners sold out of Caterpillar (CAT) in Q3 2014, closing a stake of 6,903 shares — an estimated $750K sold.

Yellowstone Partners first reported a position in CAT in Q4 2013 and held it in 3 quarters. The position peaked at $754K in Q1 2014. 1,145 funds tracked by Wall St. Rank hold CAT as of Q3 2014.

  • Yellowstone Partners reported no remaining Caterpillar position as of Q3 2014 after selling out during the quarter.
  • Yellowstone Partners sold 6,903 Caterpillar shares in Q3 2014, an estimated $750K.
  • Yellowstone Partners first reported a position in Caterpillar in Q4 2013 and held it in 3 quarters.
  • Yellowstone Partners's Caterpillar position peaked at $754K in Q1 2014.
  • 1,145 funds tracked by Wall St. Rank held Caterpillar as of Q3 2014.

Based on Yellowstone Partners's 13F filing for Q3 2014, filed 17 Aug 2016.