RCG
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Resource Consulting Group’s Caterpillar CAT Stock Holding History

Resource Consulting Group’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
Q4 		$362K Hold
1,223
– – 0.06% 49
2023
Q3 		$334K Hold
1,223
– – 0.06% 43
2023
Q2 		$301K Hold
1,223
– – 0.06% 56
2023
Q1 		$280K Hold
1,223
– – 0.07% 29
2022
Q4 		$293K Hold
1,223
– – 0.08% 27
2022
Q3 		$201K Hold
1,223
– – 0.06% 46
2022
Q2 		$219K Hold
1,223
– – 0.09% 59
2022
Q1 		$273K Hold
1,223
– – 0.09% 70
2021
Q4 		$253K Buy
+1,223
New +$246K 0.09% 67

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Resource Consulting Group's CAT Position: Q4 2023 in Review

Resource Consulting Group held its Caterpillar (CAT) position steady in Q4 2023 at 1,223 shares worth $362K. The position accounts for 0.06% of the portfolio, ranked #49.

Resource Consulting Group first reported a position in CAT in Q4 2021 and has held it in 9 quarters since. 2,578 funds tracked by Wall St. Rank hold CAT as of Q4 2023.

  • Resource Consulting Group held 1,223 shares of Caterpillar worth $362K as of Q4 2023.
  • Resource Consulting Group left its Caterpillar share count unchanged in Q4 2023.
  • Caterpillar made up 0.06% of Resource Consulting Group's portfolio in Q4 2023, its #49 holding.
  • Resource Consulting Group first reported a position in Caterpillar in Q4 2021 and has held it in 9 quarters since.
  • 2,578 funds tracked by Wall St. Rank held Caterpillar as of Q4 2023.

Based on Resource Consulting Group's 13F filing for Q4 2023, filed 11 Jan 2024.