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Caterpillar shares owned by Zimmermann Investment Management & Planning

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Zimmermann Investment Management & Planning from 13F filings

Historical chart of Zimmermann Investment Management & Planning investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Zimmermann Investment Management & Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Zimmermann Investment Management & Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $210k 573 366.43

More positions owned by Zimmermann Investment Management & Planning

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vaneck Etf Trust Semiconductr Etf (SMH)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Global X Fds Us Infr Dev Etf (PAVE)
Global X Fds Cybrscurty Etf (BUG)
Spdr Ser Tr Aerospace Def (XAR)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)
Pacer Fds Tr Pacer Us Small (CALF)
Amazon (AMZN)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)

View all positions for Zimmermann Investment Management & Planning

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