FDCC
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Foster Dykema Cabot & Co’s Caterpillar CAT Stock Holding History

Foster Dykema Cabot & Co’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
2023
Q3 		$237K Hold
869
– – 0.03% 81
2023
Q2 		$214K Buy
869
+195
+29% +$43.5K 0.03% 92
2023
Q1 		$154K Buy
+674
New +$163K 0.02% 97
2022
Q4 		– Sell
-724
Closed -$119K – 82
2022
Q3 		$119K Hold
724
– – 0.01% 93
2022
Q2 		$129K Buy
+724
New +$153K 0.02% 95

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Foster Dykema Cabot & Co's CAT Position: Q3 2023 in Review

Foster Dykema Cabot & Co held its Caterpillar (CAT) position steady in Q3 2023 at 869 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #81.

Foster Dykema Cabot & Co first reported a position in CAT in Q2 2022 and has held it in 5 quarters since. 2,402 funds tracked by Wall St. Rank hold CAT as of Q3 2023.

  • Foster Dykema Cabot & Co held 869 shares of Caterpillar worth $237K as of Q3 2023.
  • Foster Dykema Cabot & Co left its Caterpillar share count unchanged in Q3 2023.
  • Caterpillar made up 0.03% of Foster Dykema Cabot & Co's portfolio in Q3 2023, its #81 holding.
  • Foster Dykema Cabot & Co first reported a position in Caterpillar in Q2 2022 and has held it in 5 quarters since.
  • 2,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2023.

Based on Foster Dykema Cabot & Co's 13F filing for Q3 2023, filed 14 Nov 2023.