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Caterpillar shares owned by Clear Perspective Advisors

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

Historical chart of Clear Perspective Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Clear Perspective Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $623k 3.0k 206.77
2021-09-30 $394k 2.1k 191.91
2021-06-30 $448k 2.1k 217.79
2021-03-31 $476k 2.1k 231.86
2020-12-31 $363k 2.0k 182.14
2020-09-30 $1.4M 2.2k 622.21
2020-06-30 $280k 2.2k 126.58
2019-12-31 $222k 1.5k 147.80
2018-06-30 $168k 1.2k 135.81
2018-03-31 $293k 2.0k 147.46
2017-12-31 $195k 1.2k 157.64
2017-09-30 $167k 1.3k 124.91
2017-06-30 $241k 2.2k 107.45
2017-03-31 $208k 2.2k 92.73
2016-12-31 $208k 2.2k 92.73

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Schwab Strategic Tr Us Dividend Equity Etf Us Dividend Eq (SCHD)
First Tr Low Duration Opportunities Etf Fst Low Oppt Eft (LMBS)
Vanguard Index Fds S&p 500 Etf Shs New (VOO)
Rbb Fd Inc Motley Fool 100 Index Etf Motley Fol Etf (TMFC)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Alphabet Inc-cl C CL C (GOOG)
Vanguard Mun Bd Fds Tax-exempt Bd Index Fd Etf Tax Exempt Bd (VTEB)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Vanguard Growth Etf Growth Etf (VUG)
Ishares Tr Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Small-cap Etf Core S&p Scp Etf (IJR)

View all positions for Clear Perspective Advisors

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding Caterpillar