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Caterpillar shares owned by Nalls Sherbakoff Group

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

Historical chart of Nalls Sherbakoff Group investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Nalls Sherbakoff Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $74k 251 295.67
2023-09-30 $164k 601 273.00
2023-06-30 $103k 501 205.75
2023-03-31 $56k 251 224.54

More positions owned by Nalls Sherbakoff Group

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Real Estate Etf (VNQ)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Apple (AAPL)
Capstar Finl Hldgs
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)

View all positions for Nalls Sherbakoff Group

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Northern Trust
Bank of America Corporation
Goldman Sachs Group
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar