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Caterpillar shares owned by Lokken Investment Group

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Lokken Investment Group from 13F filings

Historical chart of Lokken Investment Group investment in Caterpillar

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All positions including Caterpillar held by Lokken Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Lokken Investment Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $259k 779 332.91
2024-03-31 $233k 637 366.17

More positions owned by Lokken Investment Group

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
Natixis Etf Tr Gateway Quality (GQI)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Eli Lilly & Co. (LLY)

View all positions for Lokken Investment Group

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