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Caterpillar shares owned by Carrera Capital Advisors

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

Historical chart of Carrera Capital Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Carrera Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $563k 1.7k 333.10

More positions owned by Carrera Capital Advisors

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Latn Amer 40 Etf (ILF)
Schwab Strategic Tr Fundamental Intl (FNDF)
Pimco Etf Tr 25yr+ Zero U S (ZROZ)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Silver Tr Ishares (SLV)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Universal Hlth Svcs CL B (UHS)
Colgate-Palmolive Company (CL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Carrera Capital Advisors

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