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Caterpillar shares owned by Houlihan Financial Resource Group

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Houlihan Financial Resource Group from 13F filings

Historical chart of Houlihan Financial Resource Group investment in Caterpillar

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All positions including Caterpillar held by Houlihan Financial Resource Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Houlihan Financial Resource Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $223k 754 295.76
2020-09-30 $172k 1.0k 169.46

More positions owned by Houlihan Financial Resource Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Microsoft Corporation (MSFT)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Core High Dv Etf (HDV)

View all positions for Houlihan Financial Resource Group

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