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Caterpillar shares owned by Bush Investment Group

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

Historical chart of Bush Investment Group investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Bush Investment Group

Quarter filed Position value Share count Share price at filing
2025-03-31 $208k 630 329.80
2024-12-31 $229k 630 362.76
2024-09-30 $246k 630 391.12
2024-06-30 $210k 630 333.10
2024-03-31 $231k 630 366.43

More positions owned by Bush Investment Group

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Blackrock Etf Trust Ishares A I Inno (BAI)
Spdr Series Trust Portfolio S&p500 (SPLG)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr Series Trust Portfolio Short (SPSB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Spdr Series Trust Portfli High Yld (SPHY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Global X Fds Defense Tech Etf (SHLD)

View all positions for Bush Investment Group

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
Northern Trust
Wellington Management Company
Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon
Jpmorgan Chase & Co

View all funds holding Caterpillar