Freestone Capital Holdings »

Caterpillar shares owned by Freestone Capital Holdings

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Freestone Capital Holdings from 13F filings

Historical chart of Freestone Capital Holdings investment in Caterpillar

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All positions including Caterpillar held by Freestone Capital Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Freestone Capital Holdings

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.9M 14k 273.00
2023-06-30 $3.5M 14k 246.05
2023-03-31 $3.3M 14k 228.84
2022-12-31 $3.6M 15k 239.56
2022-09-30 $2.6M 16k 164.08
2022-06-30 $3.0M 17k 178.76
2022-03-31 $4.4M 20k 222.83
2021-12-31 $3.9M 19k 206.73
2021-09-30 $3.5M 19k 191.97
2021-06-30 $4.1M 19k 217.64
2021-03-31 $4.3M 19k 231.85
2020-12-31 $7.0M 39k 182.02
2020-09-30 $5.8M 39k 149.15
2020-06-30 $4.8M 38k 126.49
2020-03-31 $4.4M 38k 116.04
2019-12-31 $5.1M 35k 147.68
2019-09-30 $1.8M 15k 126.28
2019-06-30 $2.8M 21k 136.30
2019-03-31 $2.7M 20k 135.47
2018-12-31 $2.2M 17k 127.08
2018-09-30 $2.2M 15k 152.48
2018-06-30 $1.9M 14k 135.69
2018-03-31 $2.0M 14k 147.39
2017-12-31 $2.4M 15k 157.57
2017-09-30 $1.9M 16k 124.69
2017-06-30 $1.5M 14k 107.46
2017-03-31 $1.2M 13k 92.80
2016-12-31 $1.2M 13k 92.73
2016-09-30 $1.1M 13k 88.75
2016-06-30 $970k 13k 75.78
2016-03-31 $980k 13k 76.56
2015-12-31 $870k 13k 67.97
2015-09-30 $850k 13k 65.38
2014-06-30 $265k 2.4k 108.47
2014-03-31 $226k 2.3k 99.21
2013-12-31 $262k 2.9k 90.78

More positions owned by Freestone Capital Holdings

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Apple (AAPL)
Nike CL B (NKE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
NVIDIA Corporation Put Option (NVDA)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Costco Wholesale Corporation (COST)

View all positions for Freestone Capital Holdings

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