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Caterpillar shares owned by Bbjs Financial Advisors

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

Historical chart of Bbjs Financial Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Bbjs Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $33k 83 392.72
2024-06-30 $28k 83 333.11

More positions owned by Bbjs Financial Advisors

Atlassian Corporation Cl A (TEAM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Spdr Ser Tr S&p Metals Mng (XME)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Value (VLUE)
NVIDIA Corporation (NVDA)

View all positions for Bbjs Financial Advisors

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