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Caterpillar shares owned by Copperwynd Financial

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

Historical chart of Copperwynd Financial investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Copperwynd Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $329k 1.2k 273.00
2023-06-30 $259k 1.1k 246.05
2023-03-31 $228k 998 228.84

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Ishares Tr Rus 1000 Etf (IWB)
Vanguard World Mega Grwth Ind (MGK)
Glacier Ban (GBCI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Charles Family Amt Tax Free Mny (SCTXX)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Meta Platforms Cl A (META)

View all positions for Copperwynd Financial

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