Zions Trust National Association’s Caterpillar CAT Stock Holding History

Zions Trust National Association’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	$57K	Buy	620 +445	+254%	+$43.3K	0.08%	79
2014 Q3	$17K	Sell	175 -100	-36%	-$10.6K	0.02%	168
2014 Q2	$30K	Sell	275 -60	-18%	-$6.3K	0.04%	115
2014 Q1	$33K	Buy	335 +100	+43%	+$9.43K	0.05%	116
2013 Q4	$21K	Buy	235 +60	+34%	+$5.12K	0.03%	136
2013 Q3	$15K	Buy	+175	New	+$14.8K	0.02%	136

Other funds holding CAT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Zions Trust National Association's CAT Position: Q4 2014 in Review

Zions Trust National Association increased its Caterpillar (CAT) stake by 254% in Q4 2014, buying an estimated $43.3K and bringing the position to 620 shares worth $57K. The position accounts for 0.08% of the portfolio, ranked #79.

Zions Trust National Association first reported a position in CAT in Q3 2013 and has held it in 6 quarters since. 1,199 funds tracked by Wall St. Rank hold CAT as of Q4 2014.

Zions Trust National Association held 620 shares of Caterpillar worth $57K as of Q4 2014.
Zions Trust National Association bought 445 Caterpillar shares in Q4 2014, an estimated $43.3K.
Caterpillar made up 0.08% of Zions Trust National Association's portfolio in Q4 2014, its #79 holding.
Zions Trust National Association first reported a position in Caterpillar in Q3 2013 and has held it in 6 quarters since.
1,199 funds tracked by Wall St. Rank held Caterpillar as of Q4 2014.

Based on Zions Trust National Association's 13F filing for Q4 2014, filed 12 Jan 2015.