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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 (LCR)
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 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