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Caterpillar shares owned by Gallagher Fiduciary Advisors

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

Historical chart of Gallagher Fiduciary Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Gallagher Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $230k 587 391.29
2024-03-31 $220k 601 366.24
2023-12-31 $326k 1.1k 295.65
2023-09-30 $279k 1.0k 272.87
2023-06-30 $281k 1.1k 246.36
2023-03-31 $281k 1.2k 229.43

More positions owned by Gallagher Fiduciary Advisors

Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Us Gwt (IUSG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr MRGSTR SM CP GR (ISCG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)
Ishares Tr Core S&p Us Vlu (IUSV)

View all positions for Gallagher Fiduciary Advisors

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Bank of America Corporation
Goldman Sachs Group
Citadel Advisors
Bank of New York Mellon
Susquehanna International
Charles Schwab Investment Management
Invesco

View all funds holding Caterpillar