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Caterpillar shares owned by Callan Family Office

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

Historical chart of Callan Family Office investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Callan Family Office

Quarter filed Position value Share count Share price at filing
2024-03-31 $319k 870 366.43
2023-09-30 $423k 1.6k 273.00
2023-06-30 $417k 1.7k 246.05
2023-03-31 $395k 1.7k 228.84
2022-12-31 $3.8M 16k 240.17

More positions owned by Callan Family Office

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)

View all positions for Callan Family Office

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