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Caterpillar shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.7M 16k 366.43
2023-12-31 $4.9M 17k 295.66

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Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
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First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
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Vanguard Index Fds Value Etf (VTV)

View all positions for Concurrent Investment Advisors

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
FMR
Susquehanna International
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group
Charles Schwab Investment Management

View all funds holding Caterpillar