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Caterpillar shares owned by Carroll Financial Associates

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

Historical chart of Carroll Financial Associates investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Carroll Financial Associates

Quarter filed Position value Share count Share price at filing
2021-12-31 $1.8M 8.5k 206.29
2021-09-30 $1.7M 8.8k 191.96
2021-06-30 $1.9M 8.7k 217.65
2021-03-31 $2.4M 10k 231.84
2020-12-31 $1.9M 10k 182.01
2020-09-30 $1.4M 9.5k 149.13
2020-06-30 $1.1M 8.4k 126.41
2020-03-31 $787k 6.8k 115.99
2019-12-31 $972k 6.6k 147.56
2019-09-30 $806k 6.4k 126.21
2019-06-30 $856k 6.3k 136.20
2019-03-31 $610k 4.5k 135.28
2018-12-31 $580k 4.5k 128.06
2018-09-30 $581k 3.8k 152.29
2018-06-30 $516k 3.8k 135.68
2018-03-31 $560k 3.8k 147.25
2017-12-31 $616k 3.9k 157.59
2017-09-30 $501k 4.0k 126.20
2017-06-30 $433k 4.0k 107.34
2017-03-31 $373k 4.0k 92.58
2016-12-31 $266k 2.9k 92.39
2016-09-30 $255k 2.9k 88.57
2016-06-30 $224k 3.0k 75.50
2016-03-31 $210k 2.7k 76.50
2015-12-31 $121k 1.8k 67.52
2015-09-30 $172k 2.5k 69.52
2015-06-30 $167k 2.0k 84.60
2015-03-31 $158k 2.0k 80.04
2014-12-31 $58k 712 81.46
2014-09-30 $73k 712 102.53
2014-06-30 $140k 1.3k 108.44
2014-03-31 $128k 1.3k 99.15
2013-12-31 $126k 1.4k 90.52
2013-09-30 $116k 1.4k 83.39
2013-06-30 $1.4k 115 12.10
2012-12-31 $304k 3.4k 89.61

More positions owned by Carroll Financial Associates

Global X Adaptive U.s. Factor Etf Etf (AUSF)
Ishares Msci Usa Minimum Volatility Etf (USMV)
Knowledge Leaders Developed World Etf Etf (KLDW)
Powershares Ftse Rafi Us 1000 Etf (PRF)
Apple Stock (AAPL)
Ishares Msci Usa Momentum Factor Etf (MTUM)
Microsoft Stock (MSFT)
Ishares Russell 1000 Growth Etf Etf (IWF)
Armor Us Equity Index Etf Etf
Ishares S&p 500 Index Etf (IVV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Janus Henderson Aaa Clo Etf Etf (JAAA)
Vanguard Dividend Appreciation Etf Etf (VIG)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Ark Innovation Etf Etf (ARKK)

View all positions for Carroll Financial Associates

Top funds holding Caterpillar

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View all funds holding Caterpillar