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Caterpillar shares owned by Altiora Financial Group

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

Historical chart of Altiora Financial Group investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Altiora Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $234k 598 391.12
2024-03-31 $219k 598 366.43

More positions owned by Altiora Financial Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Short Duration F (DFSD)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Us Tips Etf (SCHP)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Gold Tr Ishares New (IAU)

View all positions for Altiora Financial Group

Top funds holding Caterpillar

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

View all funds holding Caterpillar