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Caterpillar shares owned by Berry Group

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

Historical chart of Berry Group investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Berry Group

Quarter filed Position value Share count Share price at filing
2020-12-31 $308k 1.7k 182.14
2020-09-30 $252k 1.7k 149.02
2019-12-31 $215k 1.5k 147.56

More positions owned by Berry Group

Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Val Etf (IWD)
JPMorgan Chase & Co. (JPM)

View all positions for Berry Group

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