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Caterpillar shares owned by LFA - Lugano Financial Advisors SA

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by LFA - Lugano Financial Advisors SA from 13F filings

Historical chart of LFA - Lugano Financial Advisors SA investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by LFA - Lugano Financial Advisors SA consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by LFA - Lugano Financial Advisors SA

Quarter filed Position value Share count Share price at filing
2023-12-31 $74k 250 295.67
2023-09-30 $273k 1.0k 273.00
2023-06-30 $308k 1.3k 246.05

More positions owned by LFA - Lugano Financial Advisors SA

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Spdr Gold Tr Gold Shs (GLD)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Indexiq Etf Tr Hedge Mlti Etf (QAI)
Ishares Tr Msci Usa Esg Slc (SUSA)
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)

View all positions for LFA - Lugano Financial Advisors SA

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