Coordinated Financial Services »

Caterpillar shares owned by Coordinated Financial Services

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Coordinated Financial Services from 13F filings

Historical chart of Coordinated Financial Services investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Coordinated Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Coordinated Financial Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $219k 657 333.27
2024-03-31 $241k 657 366.16

More positions owned by Coordinated Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Mbs Etf (MBB)
NVIDIA Corporation (NVDA)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

View all positions for Coordinated Financial Services

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Norges Bank Investment Management
Bank of America Corporation
FMR
Ubs Global Asset Management Americas
Goldman Sachs Group

View all funds holding Caterpillar