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Caterpillar shares owned by Aveo Capital Partners

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

Historical chart of Aveo Capital Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Aveo Capital Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $289k 857 336.75
2023-12-31 $256k 865 295.67
2023-09-30 $230k 844 273.00
2023-06-30 $220k 893 246.05
2022-12-31 $223k 932 239.56

More positions owned by Aveo Capital Partners

Ishares Tr 0-3 Mnth Treasry (SGOV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Broad Usd High (USHY)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr S&p 100 Etf (OEF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Proshares Tr Ultra High Yld (UJB)
Select Sector Spdr Tr Energy (XLE)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Microsoft Corporation (MSFT)

View all positions for Aveo Capital Partners

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