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Caterpillar shares owned by Green Square Asset Management

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

Historical chart of Green Square Asset Management investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Green Square Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $242k 727 333.10
2024-03-31 $262k 735 357.05
2021-03-31 $829k 3.6k 231.89

More positions owned by Green Square Asset Management

Ishares S&p 500 Growth Etf Exchange traded fund (IVW)
Zoominfo Technoligies Common stock (ZI)
Spdr S&p 500 Etf Tr Exchange traded fund (SPY)
Apple Common stock (AAPL)
Zions Bancorporation Common stock (ZION)
Amazon.com Common stock (AMZN)
Microsoft Corp Common stock (MSFT)
Broadcom Common stock (AVGO)
Jpmorgan Chase & Co Common stock (JPM)
Meta Platforms Inc Cl A Common stock (META)
Abbvie Common stock (ABBV)
Alphabet Inc Cap Stock Cl A Common stock (GOOGL)
Corning Common stock (GLW)
Texas Instruments Common stock (TXN)
At&t Common stock (T)

View all positions for Green Square 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