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Caterpillar shares owned by Copley Financial Group

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

Historical chart of Copley Financial Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Copley Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $800k 2.0k 391.12

More positions owned by Copley Financial Group

Spdr Ser Tr Portfolio Agrgte (SPAB)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
World Gold Tr Spdr Gld Minis (GLDM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Innovator Etfs Trust Gradient Tactic (IGTR)
Vaneck Etf Trust Inflation Alloca (RAAX)
Pacer Fds Tr Pacer Us Small (CALF)
Pacer Fds Tr Emrg Mkt Cash (ECOW)
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Copley Financial Group

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Northern Trust
Bank of America Corporation
Goldman Sachs Group
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar