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Caterpillar shares owned by One Charles Private Wealth Services

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by One Charles Private Wealth Services from 13F filings

Historical chart of One Charles Private Wealth Services investment in Caterpillar

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All positions including Caterpillar held by One Charles Private Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by One Charles Private Wealth Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $239k 808 295.53
2023-09-30 $215k 788 272.87
2023-03-31 $205k 897 228.96
2022-12-31 $213k 887 239.66

More positions owned by One Charles Private Wealth Services

Acv Auctions Com Cl A (ACVA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Listed Fd Tr Horizon Kinetics (INFL)
Texas Pacific Land Corp (TPL)
Vanguard Index Fds Value Etf (VTV)
Select Sector Spdr Tr Technology (XLK)
Ark Etf Tr Innovation Etf (ARKK)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr Sbi Healthcare (XLV)
American Water Works (AWK)
Vanguard Index Fds Total Stk Mkt (VTI)
Select Sector Spdr Tr Communication (XLC)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)

View all positions for One Charles Private Wealth Services

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