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Caterpillar shares owned by Black Diamond Financial

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

Historical chart of Black Diamond Financial investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Black Diamond Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $373k 955 390.89
2024-06-30 $231k 692 333.42

More positions owned by Black Diamond Financial

Vanguard World Mega Cap Val Etf (MGV)
Vanguard World Mega Grwth Ind (MGK)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Fidelity Covington Trust Msci Rl Est Etf (FREL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Black Diamond Financial

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Ubs Global Asset Management Americas
Legal & General Group
Susquehanna International
Goldman Sachs Group

View all funds holding Caterpillar