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Caterpillar shares owned by Fiduciary Financial Group

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

Historical chart of Fiduciary Financial Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Fiduciary Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $721k 1.9k 387.96
2024-06-30 $655k 1.8k 360.58

More positions owned by Fiduciary Financial Group

Apple (AAPL)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Msci Ac Asia Etf (AAXJ)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Bloomberg Invt (FLRN)
Dimensional Etf Trust Us High Profitab (DUHP)

View all positions for Fiduciary Financial Group

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