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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
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)
Pfizer (PFE)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
First Tr Exchange-traded Dj Internt Idx (FDN)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Northeast Financial Consultants

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