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Caterpillar shares owned by Chico Wealth RIA

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Chico Wealth RIA from 13F filings

Historical chart of Chico Wealth RIA investment in Caterpillar

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All positions including Caterpillar held by Chico Wealth RIA consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Chico Wealth RIA

Quarter filed Position value Share count Share price at filing
2024-03-31 $355k 969 366.43
2023-12-31 $243k 823 295.67

More positions owned by Chico Wealth RIA

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Kla Corp Com New (KLAC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
TriCo Bancshares (TCBK)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Brown Forman Corp CL B (BF.B)
Microsoft Corporation (MSFT)
Spdr Gold Tr Gold Shs (GLD)
Meta Platforms Cl A (META)

View all positions for Chico Wealth RIA

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