Sanford Advisory Services’s Caterpillar CAT Stock Holding History

Sanford Advisory 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	$376K	Hold	1,569	–	–	0.09%	99
2022 Q3	$258K	Hold	1,569	–	–	0.07%	97
2022 Q2	$280K	Hold	1,569	–	–	0.08%	96
2022 Q1	$350K	Hold	1,569	–	–	0.1%	79
2021 Q4	$324K	Hold	1,569	–	–	0.07%	86
2021 Q3	$301K	Hold	1,569	–	–	0.08%	86
2021 Q2	$342K	Buy	1,569 +42	+3%	+$9.7K	0.09%	79
2021 Q1	$354K	Hold	1,527	–	–	0.1%	78
2020 Q4	$278K	Buy	+1,527	New	+$259K	0.09%	82

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

Sanford Advisory Services's CAT Position: Q4 2022 in Review

Sanford Advisory Services held its Caterpillar (CAT) position steady in Q4 2022 at 1,569 shares worth $376K. The position accounts for 0.09% of the portfolio, ranked #99.

Sanford Advisory Services first reported a position in CAT in Q4 2020 and has held it in 9 quarters since. 2,283 funds tracked by Wall St. Rank hold CAT as of Q4 2022.

Sanford Advisory Services held 1,569 shares of Caterpillar worth $376K as of Q4 2022.
Sanford Advisory Services left its Caterpillar share count unchanged in Q4 2022.
Caterpillar made up 0.09% of Sanford Advisory Services's portfolio in Q4 2022, its #99 holding.
Sanford Advisory Services first reported a position in Caterpillar in Q4 2020 and has held it in 9 quarters since.
2,283 funds tracked by Wall St. Rank held Caterpillar as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.