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Caterpillar shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.9M 14k 366.44
2023-12-31 $5.5M 19k 295.68
2023-09-30 $5.4M 14k 377.06
2023-06-30 $3.7M 15k 246.06

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View all positions for Kingswood Wealth Advisors

Top funds holding Caterpillar

Vanguard Group
State Farm Mutual Automobile Insurance Company
Fisher Investments
Bill & Melinda Gates Foundation Trust
Norges Bank Investment Management
Susquehanna International
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

View all funds holding Caterpillar