C
CAT icon

CFO4Life’s Caterpillar CAT Stock Holding History

CFO4Life’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 		$237K Buy
+988
New +$215K 0.05% 151
2015
Q1 		– Sell
-3,045
Closed -$279K – 87
2014
Q4 		$279K Buy
+3,045
New +$296K 0.23% 60

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CFO4Life's CAT Position: Q4 2022 in Review

CFO4Life opened a new position in Caterpillar (CAT) in Q4 2022: 988 shares worth $237K. The stake represents 0.05% of the portfolio and ranks #151 among its holdings. This is a return to the name: CFO4Life previously reported a position in CAT as recently as Q4 2014.

CFO4Life first reported a position in CAT in Q4 2014 and has held it in 2 quarters since. The position peaked at $279K in Q4 2014. 2,284 funds tracked by Wall St. Rank hold CAT as of Q4 2022.

  • CFO4Life held 988 shares of Caterpillar worth $237K as of Q4 2022.
  • Caterpillar was a new CFO4Life position in Q4 2022.
  • Caterpillar made up 0.05% of CFO4Life's portfolio in Q4 2022, its #151 holding.
  • CFO4Life first reported a position in Caterpillar in Q4 2014 and has held it in 2 quarters since.
  • CFO4Life's Caterpillar position peaked at $279K in Q4 2014.
  • 2,284 funds tracked by Wall St. Rank held Caterpillar as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.