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Caterpillar shares owned by Tradewinds Capital Management

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

Historical chart of Tradewinds Capital Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Tradewinds Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $155k 424 366.37
2023-12-31 $125k 422 295.80
2023-09-30 $115k 420 273.00
2023-06-30 $103k 418 246.05
2022-06-30 $999 3 333.33
2022-03-31 $59k 266 221.80
2021-12-31 $54k 263 205.32
2021-09-30 $54k 283 190.81
2021-06-30 $62k 283 219.08
2021-03-31 $66k 283 233.22
2020-12-31 $48k 263 182.51
2020-09-30 $39k 263 148.29
2020-06-30 $34k 272 125.00
2020-03-31 $46k 398 115.58
2019-12-31 $78k 528 147.73
2019-09-30 $67k 527 127.13
2019-06-30 $77k 565 136.28
2019-03-31 $88k 649 135.59
2018-12-31 $82k 648 126.54
2018-09-30 $91k 598 152.17
2018-06-30 $81k 597 135.68
2018-03-31 $77k 520 148.08
2017-12-31 $82k 520 157.69
2017-09-30 $65k 519 125.24
2017-06-30 $56k 519 107.90
2017-03-31 $49k 531 92.28
2016-12-31 $11k 124 88.71
2016-09-30 $11k 123 89.43
2016-06-30 $9.0k 122 73.77
2016-03-31 $9.0k 122 73.77
2015-12-31 $8.0k 121 66.12
2015-09-30 $12k 180 66.67
2015-06-30 $14k 167 83.83
2015-03-31 $59k 735 80.27
2014-12-31 $67k 735 91.16
2014-09-30 $79k 794 99.50
2014-06-30 $86k 794 108.31
2014-03-31 $84k 843 99.64
2013-12-31 $127k 1.4k 91.17

More positions owned by Tradewinds Capital Management

Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Msci India Etf (INDA)
Ishares Tr Conv Bd Etf (ICVT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

View all positions for Tradewinds Capital Management

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