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Caterpillar shares owned by Southland Equity Partners

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Southland Equity Partners from 13F filings

Historical chart of Southland Equity Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Southland Equity Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Southland Equity Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $287k 784 366.56
2023-12-31 $223k 754 295.59

More positions owned by Southland Equity Partners

Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)
Pimco Etf Tr Active Bd Etf (BOND)
Apple (AAPL)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Morningstar Divid L SHS (FDL)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
First Tr Exchange-traded Dj Internt Idx (FDN)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Procter & Gamble Company (PG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)

View all positions for Southland Equity Partners

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