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Caterpillar shares owned by Curbstone Financial Management

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

Historical chart of Curbstone Financial Management investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Curbstone Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $615k 1.6k 391.12
2024-06-30 $524k 1.6k 333.10

More positions owned by Curbstone Financial Management

SPDR Inv't Grade Floating Rate Bdfund (FLRN)
SPDR S&P Midcap 400 Etf (MDY)
Vanguard ST Corp Bond ETF Bdfund (VCSH)
Apple (AAPL)
Vanguard S&P 500 ETF Etf (VOO)
Schwab International Equity ET Etf (SCHF)
Schwab US Mid Cap ETF Etf (SCHM)
Schwab Large Cap Growth ETF Etf (SCHG)
Schwab US Dividend Equity Etf (SCHD)
Microsoft Corporation (MSFT)
Schwab US Small Cap ETF Etf (SCHA)
Vanguard Intermediate Corp Bon Bdfund (VCIT)
Schwab US Broad Market ETF Etf (SCHB)
Invesco S&P 500 Equal Weighted Etf (RSP)
Amazon (AMZN)

View all positions for Curbstone Financial 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