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Caterpillar shares owned by Lewis Asset Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Lewis Asset Management from 13F filings

Historical chart of Lewis Asset Management investment in Caterpillar

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All positions including Caterpillar held by Lewis Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Lewis Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $209k 708 295.71

More positions owned by Lewis Asset Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
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Spdr Ser Tr S&p Divid Etf (SDY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Rithm Capital Corp Com New (RITM)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl C (GOOG)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Crowdstrike Hldgs Cl A (CRWD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
salesforce (CRM)
Atlassian Corporation Cl A (TEAM)

View all positions for Lewis Asset Management

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