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Caterpillar shares owned by Brightwater Advisory

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

Historical chart of Brightwater Advisory investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Brightwater Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $328k 839 391.02
2024-06-30 $279k 837 333.07
2024-03-31 $306k 835 366.56

More positions owned by Brightwater Advisory

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Tips Etf (SCHP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Fundamental Us B (FNDB)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Rus 1000 Val Etf (IWD)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Fundamental Us S (FNDA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Tidal Tr Ii Blueprint Chesap (TFPN)
Ishares Tr S&p Mc 400vl Etf (IJJ)
AFLAC Incorporated (AFL)

View all positions for Brightwater Advisory

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Bank of America Corporation
Goldman Sachs Group
Citadel Advisors
Bank of New York Mellon
Susquehanna International
Charles Schwab Investment Management
Invesco

View all funds holding Caterpillar