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Caterpillar shares owned by Lodestar Private Asset Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Lodestar Private Asset Management from 13F filings

Historical chart of Lodestar Private Asset Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Lodestar Private Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Lodestar Private Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $340k 927 366.43
2023-12-31 $245k 830 295.67
2023-09-30 $217k 795 273.00

More positions owned by Lodestar Private Asset Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Lodestar Private Asset Management

Top funds holding Caterpillar

Vanguard Group
State Farm Mutual Automobile Insurance Company
Fisher Investments
Bill & Melinda Gates Foundation Trust
Norges Bank Investment Management
Susquehanna International
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

View all funds holding Caterpillar