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Caterpillar shares owned by Carlson Capital Management

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

Historical chart of Carlson Capital Management investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Carlson Capital Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $219k 604 362.77
2023-12-31 $238k 804 295.55
2023-09-30 $223k 816 272.87

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Pacer Fds Tr Developed Mrkt (ICOW)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Apple (AAPL)

View all positions for Carlson Capital Management

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