DSC Advisors’s Caterpillar CAT Stock Holding History

DSC Advisors’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 Q3	–	Sell	-42,500	Closed	-$47K	–	55
2013 Q2	$47K	Buy	+42,500	New	+$3.61M	0.03%	42

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

DSC Advisors's CAT Position: Q4 2022 in Review

DSC Advisors sold out of Caterpillar (CAT) in Q4 2022, closing a stake of 1,973 shares — an estimated $324K sold.

DSC Advisors first reported a position in CAT in Q3 2018 and held it in 9 quarters. The position peaked at $654K in Q1 2022. 2,283 funds tracked by Wall St. Rank hold CAT as of Q4 2022.

DSC Advisors reported no remaining Caterpillar position as of Q4 2022 after selling out during the quarter.
DSC Advisors sold 1,973 Caterpillar shares in Q4 2022, an estimated $324K.
DSC Advisors first reported a position in Caterpillar in Q3 2018 and held it in 9 quarters.
DSC Advisors's Caterpillar position peaked at $654K in Q1 2022.
2,283 funds tracked by Wall St. Rank held Caterpillar as of Q4 2022.

Based on DSC Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.