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Caterpillar shares owned by NEXT Financial Holdings

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

Historical chart of NEXT Financial Holdings investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by NEXT Financial Holdings

Quarter filed Position value Share count Share price at filing
2019-03-31 $455k 3.4k 135.34

More positions owned by NEXT Financial Holdings

iShares Lehman 1-3 Year Treas.Bond (SHY)
Vanguard Sht Term Govt Bond ETF (VGSH)
Schwab Strategic Tr sht tm us tres (SCHO)
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR)
Spdr Ser Tr 1 3 hgh yield (BIL)
Apple (AAPL)
iShares iBoxx $ High Yid Corp Bond (HYG)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
Vanguard Short-Term Bond ETF (BSV)
SPDR Barclays Capital High Yield B
Vanguard Intermediate-Term Bond ETF (BIV)
Vanguard Long-Term Bond ETF (BLV)
Vanguard Total Stock Market ETF (VTI)
Vanguard Information Technology ETF (VGT)
Vanguard REIT ETF (VNQ)

View all positions for NEXT Financial Holdings

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Northern Trust
FMR
Susquehanna International
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group

View all funds holding Caterpillar