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Caterpillar shares owned by Compton Wealth Advisory Group

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Compton Wealth Advisory Group from 13F filings

Historical chart of Compton Wealth Advisory Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Compton Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Compton Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 6.7k 366.46
2023-12-31 $1.9M 6.3k 295.67
2023-09-30 $378k 1.4k 273.00
2019-09-30 $1.1M 8.8k 126.34
2019-06-30 $844k 6.2k 136.35
2019-03-31 $747k 5.5k 135.47
2018-12-31 $696k 5.5k 127.03

More positions owned by Compton Wealth Advisory Group

Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Apple (AAPL)
Dollar Tree (DLTR)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)

View all positions for Compton Wealth Advisory Group

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