James J. Burns & Company »

Caterpillar shares owned by James J. Burns & Company

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by James J. Burns & Company from 13F filings

Historical chart of James J. Burns & Company investment in Caterpillar

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All positions including Caterpillar held by James J. Burns & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by James J. Burns & Company

Quarter filed Position value Share count Share price at filing
2024-09-30 $356k 910 391.21
2024-06-30 $230k 690 333.33

More positions owned by James J. Burns & Company

Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Core Msci Eafe (IEFA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for James J. Burns & Company

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