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Caterpillar shares owned by Key Client Fiduciary Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Key Client Fiduciary Advisors from 13F filings

Historical chart of Key Client Fiduciary Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Key Client Fiduciary Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Key Client Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $350k 896 391.12
2024-06-30 $241k 724 333.06
2024-03-31 $252k 687 366.55
2023-12-31 $207k 698 295.78

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View all positions for Key Client Fiduciary Advisors

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Bank of America Corporation
Goldman Sachs Group
Citadel Advisors
Bank of New York Mellon
Susquehanna International
Charles Schwab Investment Management
Invesco

View all funds holding Caterpillar