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Caterpillar shares owned by Collective Family Office

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Collective Family Office from 13F filings

Historical chart of Collective Family Office investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Collective Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Collective Family Office

Quarter filed Position value Share count Share price at filing
2024-03-31 $308k 840 366.43
2023-12-31 $228k 771 295.67

More positions owned by Collective Family Office

J P Morgan Exchange Traded F Municipal Etf (JMUB)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Pfd And Incm Sec (PFF)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Collective Family Office

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