Ally Financial’s Caterpillar CAT Stock Holding History

Ally Financial’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
2022 Q4	–	Sell	-13,000	Closed	-$2.13M	–	106
2022 Q3	$2.13M	Hold	13,000	–	–	0.35%	69
2022 Q2	$2.32M	Hold	13,000	–	–	0.32%	69
2022 Q1	$2.9M	Hold	13,000	–	–	0.33%	65
2021 Q4	$2.69M	Hold	13,000	–	–	0.25%	74
2021 Q3	$2.5M	Buy	+13,000	New	+$2.71M	0.24%	78
2020 Q4	–	Sell	-15,000	Closed	-$2.24M	–	122
2020 Q3	$2.24M	Hold	15,000	–	–	0.36%	75
2020 Q2	$1.9M	Hold	15,000	–	–	0.31%	77
2020 Q1	$1.74M	Buy	15,000 +7,000	+88%	+$894K	0.19%	89
2019 Q4	$1.18M	Hold	8,000	–	–	0.19%	98
2019 Q3	$1.01M	Buy	+8,000	New	+$1.02M	0.18%	95
2019 Q2	–	Sell	-10,000	Closed	-$1.35M	–	101
2019 Q1	$1.35M	Hold	10,000	–	–	0.26%	88
2018 Q4	$1.27M	Buy	+10,000	New	+$1.3M	0.17%	95
2014 Q1	–	Sell	-60,000	Closed	-$5.45M	–	139
2013 Q4	$5.45M	Hold	60,000	–	–	0.58%	62
2013 Q3	$5M	Hold	60,000	–	–	0.55%	71
2013 Q2	$4.95M	Buy	+60,000	New	+$5.1M	0.49%	83

Other funds holding CAT

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

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

BlackRock New York $5.72T AUM 30.48% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ally Financial's CAT Position: Q4 2022 in Review

Ally Financial sold out of Caterpillar (CAT) in Q4 2022, closing a stake of 13,000 shares — an estimated $2.13M sold.

Ally Financial first reported a position in CAT in Q2 2013 and held it in 15 quarters. The position peaked at $5.45M in Q4 2013. 2,284 funds tracked by Wall St. Rank hold CAT as of Q4 2022.

Ally Financial reported no remaining Caterpillar position as of Q4 2022 after selling out during the quarter.
Ally Financial sold 13,000 Caterpillar shares in Q4 2022, an estimated $2.13M.
Ally Financial first reported a position in Caterpillar in Q2 2013 and held it in 15 quarters.
Ally Financial's Caterpillar position peaked at $5.45M in Q4 2013.
2,284 funds tracked by Wall St. Rank held Caterpillar as of Q4 2022.

Based on Ally Financial's 13F filing for Q4 2022, filed 13 Feb 2023.