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Caterpillar shares owned by Lynx Investment Advisory

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

Historical chart of Lynx Investment Advisory investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Lynx Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $337k 1.0k 333.20

More positions owned by Lynx Investment Advisory

Invesco S&p 500 Quality Etf Etf (SPHQ)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Apple Stock (AAPL)
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)
Microsoft Corp Stock (MSFT)
First Trust Dow Jones Global Select Dividend Index Fund Etf (FGD)
Dimensional International Core Equity Market Etf Etf (DFAI)
Spdr Gold Shares Etf Etf (GLD)
Ishares Intl Dividend Growth Etf Etf (IGRO)
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)
Spdr Gold Minishares Trust Etf (GLDM)
Amazon Stock (AMZN)
Invesco S&p Global Water Index Etf Etf (CGW)
Mastercard Incorporated Cl A Stock (MA)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Lynx Investment Advisory

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