SAI
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Systematic Alpha Investments’s Caterpillar CAT Stock Holding History

Systematic Alpha Investments’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
2021
Q4 		– Sell
-157
Closed -$32K – 264
2021
Q3 		$32K Buy
+157
New +$32.7K ﹤0.01% 326

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Systematic Alpha Investments's CAT Position: Q4 2021 in Review

Systematic Alpha Investments sold out of Caterpillar (CAT) in Q4 2021, closing a stake of 157 shares — an estimated $32K sold.

Systematic Alpha Investments first reported a position in CAT in Q3 2021 and held it in 1 quarter. The position peaked at $32K in Q3 2021. 2,157 funds tracked by Wall St. Rank hold CAT as of Q4 2021.

  • Systematic Alpha Investments reported no remaining Caterpillar position as of Q4 2021 after selling out during the quarter.
  • Systematic Alpha Investments sold 157 Caterpillar shares in Q4 2021, an estimated $32K.
  • Systematic Alpha Investments first reported a position in Caterpillar in Q3 2021 and held it in 1 quarter.
  • Systematic Alpha Investments's Caterpillar position peaked at $32K in Q3 2021.
  • 2,157 funds tracked by Wall St. Rank held Caterpillar as of Q4 2021.

Based on Systematic Alpha Investments's 13F filing for Q4 2021, filed 15 Feb 2022.