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Caterpillar shares owned by BFSG

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

Historical chart of BFSG investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by BFSG

Quarter filed Position value Share count Share price at filing
2024-03-31 $248k 676 366.43
2023-12-31 $81k 275 295.67
2023-03-31 $869k 3.8k 228.74
2019-09-30 $1.8M 15k 119.93
2017-12-31 $342k 2.2k 157.75

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View all positions for BFSG

Top funds holding Caterpillar

Vanguard Group
State Farm Mutual Automobile Insurance Company
Fisher Investments
Bill & Melinda Gates Foundation Trust
Norges Bank Investment Management
Susquehanna International
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

View all funds holding Caterpillar