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Caterpillar shares owned by Northeast Financial Consultants

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Northeast Financial Consultants from 13F filings

Historical chart of Northeast Financial Consultants investment in Caterpillar

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All positions including Caterpillar held by Northeast Financial Consultants consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Northeast Financial Consultants

Quarter filed Position value Share count Share price at filing
2024-09-30 $232k 592 391.12
2023-12-31 $205k 692 295.67

More positions owned by Northeast Financial Consultants

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Div Grwth (DGRO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Blackstone Secd Lending Common Stock (BXSL)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds High Div Yld (VYM)
Amazon (AMZN)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Golub Capital BDC (GBDC)
JPMorgan Chase & Co. (JPM)
Pfizer (PFE)

View all positions for Northeast Financial Consultants

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