Archford Capital Strategies »

Caterpillar shares owned by Archford Capital Strategies

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Archford Capital Strategies from 13F filings

Historical chart of Archford Capital Strategies investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Archford Capital Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Archford Capital Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $426k 1.2k 366.43
2023-12-31 $344k 1.2k 295.67
2023-09-30 $444k 1.6k 273.00
2023-06-30 $463k 1.8k 259.37
2023-03-31 $391k 1.8k 213.53
2022-12-31 $443k 1.9k 239.56
2022-09-30 $303k 1.8k 163.87
2022-06-30 $331k 1.8k 179.02
2022-03-31 $393k 1.8k 216.29
2021-12-31 $467k 2.3k 206.64
2021-09-30 $447k 2.3k 192.18
2021-06-30 $510k 2.3k 217.58
2021-03-31 $691k 3.0k 232.66
2020-12-31 $2.1M 11k 194.25
2020-09-30 $1.6M 11k 149.14
2020-06-30 $1.7M 13k 126.51
2020-03-31 $1.6M 14k 116.05
2019-12-31 $1.6M 11k 147.66
2019-09-30 $1.3M 10k 126.29
2019-06-30 $1.4M 10k 136.30
2019-03-31 $1.4M 10k 135.45
2018-12-31 $1.2M 9.3k 127.06
2018-09-30 $177k 1.2k 152.45
2018-06-30 $166k 1.2k 135.29
2018-03-31 $165k 1.0k 157.89
2017-06-30 $294k 3.5k 83.74
2017-03-31 $157k 1.7k 92.79
2016-12-31 $205k 2.2k 92.68
2016-09-30 $150k 1.7k 88.65
2016-06-30 $128k 1.7k 75.65
2016-03-31 $1.4k 111 13.02
2015-12-31 $78k 1.1k 68.12
2015-09-30 $130k 2.0k 65.59
2015-06-30 $827k 10k 80.03
2015-03-31 $827k 10k 80.03
2014-12-31 $732k 8.0k 91.56
2014-09-30 $796k 8.0k 99.09
2014-06-30 $883k 8.1k 108.67
2014-03-31 $785k 7.9k 99.37

More positions owned by Archford Capital Strategies

Vanguard Growth Etf Growth Etf (VUG)
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Schwab Fundamental International Large Co. Index Etf Schwb Fdt Int Lg (FNDF)
Vanguard Value Etf Value Etf (VTV)
Vaneck Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Invesco Russell 1000 Dynamic Multifactor Etf Rusl 1000 Dynm (OMFL)
Vanguard Intermediate-term Treasury Etf Inter Term Treas (VGIT)
Jpmorgan U.s. Quality Factor Etf Us Quality Factor Fund Us Qualty Fctr (JQUA)
Vanguard Small-cap Growth Etf Sml Cp Grw Etf (VBK)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Jpmorgan Betabuilders U.s. Equity Etf Betabuildrs Us (BBUS)

View all positions for Archford Capital Strategies

Top funds holding Caterpillar

Vanguard Group
State Farm Mutual Automobile Insurance Company
Fisher Investments
Bill & Melinda Gates Foundation Trust
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group
Charles Schwab Investment Management
Amundi
Dimensional Fund Advisors
Royal Bank of Canada
Ubs Global Asset Management Americas

View all funds holding Caterpillar