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Caterpillar shares owned by Keystone Wealth Services

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Keystone Wealth Services from 13F filings

Historical chart of Keystone Wealth Services investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Keystone Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Keystone Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $245k 669 366.19

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View all positions for Keystone Wealth Services

Top funds holding Caterpillar

Vanguard Group
State Farm Mutual Automobile Insurance Company
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Bill & Melinda Gates Foundation Trust
Norges Bank Investment Management
Susquehanna International
Bank of America Corporation
Legal & General Group
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Citadel Advisors
Goldman Sachs Group
Charles Schwab Investment Management
Amundi
Dimensional Fund Advisors
Royal Bank of Canada

View all funds holding Caterpillar