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Caterpillar shares owned by Aspect Partners

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

Historical chart of Aspect Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Aspect Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $26k 66 391.11
2024-06-30 $25k 75 333.11
2024-03-31 $31k 85 366.42
2023-12-31 $25k 85 295.66

More positions owned by Aspect Partners

Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Total Stock Market Etf Etf (VTI)
Spdr Gold Shares Etf (GLD)
Ishares U.s. Real Estate Etf Etf (IYR)
Ishares Core International Aggregate Bond Etf Etf (IAGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)
Return Stacked Global Stocks & Bonds Etf Etf (RSSB)
Real Estate Select Sector Spdr Fund Etf (XLRE)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
Distillate Small/mid Cash Flow Etf Etf (DSMC)
Alpha Architect 1-3 Month Box Etf Etf (BOXX)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

View all positions for Aspect Partners

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