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Caterpillar shares owned by Magnolia Capital Advisors

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

Historical chart of Magnolia Capital Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Magnolia Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $311k 857 362.76
2024-09-30 $325k 830 391.12
2024-06-30 $248k 745 333.10

More positions owned by Magnolia Capital Advisors

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Value Etf (VTV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Schwab Strategic Tr Internl Divid (SCHY)
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Magnolia Capital Advisors

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Ubs Global Asset Management Americas
Legal & General Group
Susquehanna International
Goldman Sachs Group

View all funds holding Caterpillar