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Caterpillar shares owned by Financial Council Asset Management

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

Historical chart of Financial Council Asset Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Financial Council Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $333k 850 391.12
2024-06-30 $283k 850 333.10
2024-03-31 $209k 570 366.43

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SPDR Portfolio S&P 500 Value ETF Prtflo S&p500 Vl (SPYV)
iShares Core S&P U.S. Value ETF Core S&p Us Vlu (IUSV)
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iShares Core S&P 500 ETF Core S&p500 Etf (IVV)
iShares Core MSCI Emerging Markets ETF Core Msci Emkt (IEMG)
Dimensional U.S. Core Equity 2 ETF Us Core Equity 2 (DFAC)
iShares MSCI Acwi ETF Msci Acwi Etf (ACWI)
Microsoft Corporation (MSFT)
Dimensional U.S. Equity ETF Us Equity Etf (DFUS)

View all positions for Financial Council Asset 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