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Caterpillar shares owned by Custom Portfolio Group

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

Historical chart of Custom Portfolio Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $13k 39 334.38
2024-03-31 $14k 39 367.82
2023-12-31 $12k 39 296.79

More positions owned by Custom Portfolio Group

iShares 0-3 Month Treasury Bond ETF Etf (SGOV)
Vanguard S&P 500 Index Fund ETF Etf
Schwab US Broad Market ETF Etf (SCHB)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-Term Treasury Index Fund ETF Etf (VGSH)
SPDR Gold Shares ETF Etf (GLD)
Vanguard Energy Index Fund ETF Etf (VDE)
Vanguard Inter-Term Treasury Bond Index ETF Etf (VGIT)
iShares Silver Trust ETF Etf (SLV)
iShares Emerging Markets Dividend ETF Etf (DVYE)
iShares Asia/Pacific Dividend ETF Etf (DVYA)
iShares Intl Select Dividend ETF Etf (IDV)
Vanguard US Multifactor Fund ETF Etf (VFMF)
Microsoft Corp Common Stock (MSFT)
ConocoPhillips Common Stock (COP)

View all positions for Custom Portfolio Group

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
Capital World Investors
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Northern Trust
FMR
Bank of America Corporation
Legal & General Group
Goldman Sachs Group
Citadel Advisors

View all funds holding Caterpillar