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Caterpillar shares owned by Bridgeworth

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

Historical chart of Bridgeworth investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Bridgeworth

Quarter filed Position value Share count Share price at filing
2023-12-31 $458k 1.6k 295.75
2023-09-30 $424k 1.6k 273.08
2018-06-30 $81k 602 134.55

More positions owned by Bridgeworth

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us Real Estate E (DFAR)
Leuthold Fds Core Etf
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Dimensional Etf Trust Us Small Cap Val (DFSV)

View all positions for Bridgeworth

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar