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Caterpillar shares owned by Epic Trust Investment Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Epic Trust Investment Advisors from 13F filings

Historical chart of Epic Trust Investment Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Epic Trust Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Epic Trust Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $488k 1.3k 366.51
2023-12-31 $372k 1.3k 295.65
2023-09-30 $348k 1.3k 273.03
2023-06-30 $290k 1.2k 245.97
2023-03-31 $264k 1.2k 228.87
2022-12-31 $274k 1.1k 239.30

More positions owned by Epic Trust Investment Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Aim Etf Products Trust Us Lrgcp B20 Apr (APRW)
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)
Ishares Tr Russell 2000 Etf (IWM)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Epic Trust Investment Advisors

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