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Caterpillar shares owned by First Pacific Financial

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

Historical chart of First Pacific Financial investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by First Pacific Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $56k 152 366.43
2023-12-31 $44k 149 295.67
2023-09-30 $41k 149 273.00
2023-06-30 $37k 149 246.05

More positions owned by First Pacific Financial

Ishares Tr S&p 100 Etf (OEF)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Matthews Intl Fds Pacific Tiger Ac (ASIA)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Dimensional Etf Trust World Equity Etf (DFAW)
Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC)
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Matthews Intl Fds Emerging Markets (EMSF)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Microsoft Corporation (MSFT)

View all positions for First Pacific Financial

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