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Caterpillar shares owned by New England Capital Financial Advisors

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

Historical chart of New England Capital Financial Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by New England Capital Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $69k 189 366.15
2023-12-31 $56k 189 295.33
2023-09-30 $52k 189 272.55
2023-06-30 $46k 189 245.53
2023-03-31 $43k 189 228.24
2022-12-31 $43k 171 248.98

More positions owned by New England Capital Financial Advisors

Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Spdr Ser Tr Bloomberg Invt (FLRN)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for New England Capital Financial Advisors

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