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Caterpillar shares owned by Northstar Advisory Group

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

Historical chart of Northstar Advisory Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Northstar Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $282k 955 295.67
2023-09-30 $688k 2.5k 273.00

More positions owned by Northstar Advisory Group

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Northstar Advisory Group

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