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Caterpillar shares owned by Cranbrook Wealth Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Cranbrook Wealth Management from 13F filings

Historical chart of Cranbrook Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Cranbrook Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Cranbrook Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $850k 2.2k 391.12
2024-06-30 $515k 1.5k 333.10
2021-09-30 $5.0k 25 200.00
2020-12-31 $4.0k 23 173.91
2019-09-30 $24k 192 125.00

More positions owned by Cranbrook Wealth Management

Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Gold Tr Ishares New (IAU)

View all positions for Cranbrook Wealth Management

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