ZA
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Zweig Advisers’s Caterpillar CAT Stock Holding History

Zweig Advisers’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
Q4 		– Sell
-138,000
Closed -$11.5M – 70
2013
Q3 		$11.5M Hold
138,000
– – 1.71% 18
2013
Q2 		$11.4M Buy
+138,000
New +$11.7M 1.75% 12

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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Zweig Advisers's CAT Position: Q4 2013 in Review

Zweig Advisers sold out of Caterpillar (CAT) in Q4 2013, closing a stake of 138,000 shares — an estimated $11.5M sold.

Zweig Advisers first reported a position in CAT in Q2 2013 and held it in 2 quarters. The position peaked at $11.5M in Q3 2013. 1,140 funds tracked by Wall St. Rank hold CAT as of Q4 2013.

  • Zweig Advisers reported no remaining Caterpillar position as of Q4 2013 after selling out during the quarter.
  • Zweig Advisers sold 138,000 Caterpillar shares in Q4 2013, an estimated $11.5M.
  • Zweig Advisers first reported a position in Caterpillar in Q2 2013 and held it in 2 quarters.
  • Zweig Advisers's Caterpillar position peaked at $11.5M in Q3 2013.
  • 1,140 funds tracked by Wall St. Rank held Caterpillar as of Q4 2013.

Based on Zweig Advisers's 13F filing for Q4 2013, filed 14 Feb 2014.