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Caterpillar shares owned by Cornerstone Financial Partners

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

Historical chart of Cornerstone Financial Partners investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Cornerstone Financial Partners

Quarter filed Position value Share count Share price at filing
2017-12-31 $3.8M 24k 157.76
2017-09-30 $3.0M 25k 124.47
2017-06-30 $2.8M 26k 107.49

More positions owned by Cornerstone Financial Partners

iShares S&P SmallCap 600 Index (IJR)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Vanguard Mid-Cap ETF (VO)
Consumer Discretionary SPDR (XLY)
iShares S&P 500 Index (IVV)
Wisdomtree Tr intl hedge eqt (HEDJ)
PowerShares Preferred Portfolio
iShares Dow Jones EPAC Sel Div Ind (IDV)
Vanguard High Dividend Yield ETF (VYM)
Apple (AAPL)
Templeton Global Income Fund (SABA)
Bank of America Corporation (BAC)
Spdr S&p 500 Etf (SPY)
iShares IBoxx $ Invest Grade Corp Bd (LQD)
Jp Morgan Alerian Mlp Index (AMJ)

View all positions for Cornerstone Financial Partners

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