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Seeyond’s Caterpillar CAT Stock Holding History

Seeyond’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 		$999K Sell
4,169
-191
-4% -$41.6K 0.1% 284
2022
Q3 		$715K Sell
4,360
-238
-5% -$43.5K 0.09% 342
2022
Q2 		$821K Buy
4,598
+814
+22% +$172K 0.09% 352
2022
Q1 		$843K Buy
3,784
+722
+24% +$151K 0.08% 376
2021
Q4 		$633K Hold
3,062
– – 0.06% 436
2021
Q3 		$587K Sell
3,062
-5,258
-63% -$1.1M 0.06% 449
2021
Q2 		$1.81M Sell
8,320
-273
-3% -$63.1K 0.17% 200
2021
Q1 		$1.99M Sell
8,593
-1,070
-11% -$222K 0.2% 156
2020
Q4 		$1.76M Sell
9,663
-783
-7% -$133K 0.18% 180
2020
Q3 		$1.56M Buy
10,446
+98
+0.9% +$13.8K 0.17% 183
2020
Q2 		$1.31M Buy
10,348
+4,209
+69% +$499K 0.15% 208
2020
Q1 		$708K Sell
6,139
-3,365
-35% -$430K 0.1% 300
2019
Q4 		$1.4M Sell
9,504
-746
-7% -$104K 0.15% 244
2019
Q3 		$1.29M Sell
10,250
-482
-4% -$61.2K 0.13% 263
2019
Q2 		$1.46M Sell
10,732
-250
-2% -$33K 0.15% 229
2019
Q1 		$1.49M Buy
10,982
+8,965
+444% +$1.19M 0.14% 237
2018
Q4 		$256K Buy
+2,017
New +$262K 0.04% 477

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

Seeyond's CAT Position: Q4 2022 in Review

Seeyond reduced its Caterpillar (CAT) stake by 4.4% in Q4 2022, selling an estimated $41.6K and leaving 4,169 shares worth $999K. The position accounts for 0.1% of the portfolio, ranked #284.

Seeyond first reported a position in CAT in Q4 2018 and has held it in 17 quarters since. The position peaked at $1.99M in Q1 2021. 2,283 funds tracked by Wall St. Rank hold CAT as of Q4 2022.

  • Seeyond held 4,169 shares of Caterpillar worth $999K as of Q4 2022.
  • Seeyond sold 191 Caterpillar shares in Q4 2022, an estimated $41.6K.
  • Caterpillar made up 0.1% of Seeyond's portfolio in Q4 2022, its #284 holding.
  • Seeyond first reported a position in Caterpillar in Q4 2018 and has held it in 17 quarters since.
  • Seeyond's Caterpillar position peaked at $1.99M in Q1 2021.
  • 2,283 funds tracked by Wall St. Rank held Caterpillar as of Q4 2022.

Based on Seeyond's 13F filing for Q4 2022, filed 13 Feb 2023.