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Caterpillar shares owned by Harwood Advisory

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Harwood Advisory from 13F filings

Historical chart of Harwood Advisory investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Harwood Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Harwood Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $176k 450 391.28
2020-03-31 $54k 473 114.75

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First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
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Select Sector Spdr Tr Technology (XLK)
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Ishares Tr 3 7 Yr Treas Bd (IEI)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
First Tr Nas100 Eq Weighted SHS (QQEW)

View all positions for Harwood Advisory

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