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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
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)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)

View all positions for Bush Investment Group

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