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Caterpillar shares owned by Carmel Capital Partners

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

Historical chart of Carmel Capital Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Carmel Capital Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $325k 888 366.43
2023-12-31 $258k 873 295.67
2023-09-30 $236k 865 273.00
2023-06-30 $208k 847 246.05
2023-03-31 $182k 795 228.84

More positions owned by Carmel Capital Partners

Wisdomtree Tr Floatng Rat Trea (USFR)
Home Depot (HD)
Lennar Corp Cl A (LEN)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Vaneck Etf Trust Preferred Securt (PFXF)
Lennar Corp CL B (LEN.B)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Qualcomm (QCOM)
Starwood Property Trust (STWD)
Occidental Petroleum Corporation (OXY)
Oracle Corporation (ORCL)

View all positions for Carmel Capital Partners

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