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Caterpillar shares owned by Ellenbecker Investment Group

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

Historical chart of Ellenbecker Investment Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Ellenbecker Investment Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $353k 963 366.66
2023-12-31 $266k 901 295.23

More positions owned by Ellenbecker Investment Group

Ishares Tr Core S&p 500 Etf (IVV)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Us Aggbd Etf (AGG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Intl Equity Index F Ftse Dev Mkt Etf (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Cre U S Reit Etf (USRT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Aggres Alloc Etf (AOA)
Microsoft Corporation (MSFT)
First Trust Twc Unconstained Pl Bd (UCON)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Ellenbecker Investment Group

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