SCFS
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S.C. Financial Services’s Caterpillar CAT Stock Holding History

S.C. Financial 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 		$264K Buy
+1,101
New +$240K 0.41% 84
2022
Q2 		– Sell
-1,078
Closed -$240K – 121
2022
Q1 		$240K Buy
1,078
+3
+0.3% +$629 0.31% 95
2021
Q4 		$244K Buy
+1,075
New +$216K 0.28% 105

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

S.C. Financial Services's CAT Position: Q4 2022 in Review

S.C. Financial Services opened a new position in Caterpillar (CAT) in Q4 2022: 1,101 shares worth $264K. The stake represents 0.41% of the portfolio and ranks #84 among its holdings. This is a return to the name: S.C. Financial Services previously reported a position in CAT as recently as Q1 2022.

S.C. Financial Services first reported a position in CAT in Q4 2021 and has held it in 3 quarters since. 2,283 funds tracked by Wall St. Rank hold CAT as of Q4 2022.

  • S.C. Financial Services held 1,101 shares of Caterpillar worth $264K as of Q4 2022.
  • Caterpillar was a new S.C. Financial Services position in Q4 2022.
  • Caterpillar made up 0.41% of S.C. Financial Services's portfolio in Q4 2022, its #84 holding.
  • S.C. Financial Services first reported a position in Caterpillar in Q4 2021 and has held it in 3 quarters since.
  • 2,283 funds tracked by Wall St. Rank held Caterpillar as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.