Altfest L J & Co »

Caterpillar shares owned by Altfest L J & Co

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Altfest L J & Co from 13F filings

Historical chart of Altfest L J & Co investment in Caterpillar

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All positions including Caterpillar held by Altfest L J & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Altfest L J & Co

Quarter filed Position value Share count Share price at filing
2024-03-31 $231k 630 366.67
2019-03-31 $552k 4.3k 127.10
2018-12-31 $553k 4.4k 127.13
2018-09-30 $673k 4.4k 152.43
2018-03-31 $658k 4.5k 147.47
2017-12-31 $680k 4.3k 157.48

More positions owned by Altfest L J & Co

Innovator Etfs Trust Invatr 20 Pls 9 (TBJL)
First Tr Exchange-traded No Amer Energy (EMLP)
Matthews Asia Fds Asia Innov Activ (MINV)
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QLD)
Vanguard World Comm Srvc Etf (VOX)
Apple (AAPL)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Schwab Strategic Tr Us Tips Etf (SCHP)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)

View all positions for Altfest L J & Co

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