Gallagher Benefit Services’s Caterpillar CAT Stock Holding History

Gallagher Benefit Services’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	$275K	Buy	+1,146	New	+$249K	0.06%	146

Other funds holding CAT

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gallagher Benefit Services's CAT Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in Caterpillar (CAT) in Q4 2022: 1,146 shares worth $275K. The stake represents 0.06% of the portfolio and ranks #146 among its holdings.

2,284 funds tracked by Wall St. Rank hold CAT as of Q4 2022.

Gallagher Benefit Services held 1,146 shares of Caterpillar worth $275K as of Q4 2022.
Caterpillar was a new Gallagher Benefit Services position in Q4 2022.
Caterpillar made up 0.06% of Gallagher Benefit Services's portfolio in Q4 2022, its #146 holding.
2,284 funds tracked by Wall St. Rank held Caterpillar as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.