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Caterpillar shares owned by Hibernia Wealth Partners

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Hibernia Wealth Partners from 13F filings

Historical chart of Hibernia Wealth Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Hibernia Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Hibernia Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $215k 549 390.71
2023-09-30 $74k 272 272.71

More positions owned by Hibernia Wealth Partners

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ssga Active Tr Spdr Ssga Us Sct (XLSR)
Ssga Active Tr Spdr Ssga Fxd (FISR)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Gold Tr Gold Shs (GLD)
Spdr Ser Tr Bloomberg High Y (JNK)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Bloomberg Emergi (EBND)
Spdr Ser Tr Bloomberg 3-12 M (BILS)

View all positions for Hibernia Wealth Partners

Top funds holding Caterpillar

Vanguard Group
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State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Ubs Global Asset Management Americas
Legal & General Group
Susquehanna International
Goldman Sachs Group

View all funds holding Caterpillar