Onyx Financial Advisors »

Caterpillar shares owned by Onyx Financial Advisors

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

Historical chart of Onyx Financial Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Onyx Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $408k 1.0k 391.04
2024-06-30 $346k 1.0k 332.95
2024-03-31 $379k 1.0k 366.34
2023-12-31 $305k 1.0k 295.54

More positions owned by Onyx Financial Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Microsoft Corporation (MSFT)
PerkinElmer (RVTY)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Fidelity Covington Trust High Divid Etf (FDVV)
Oracle Corporation (ORCL)
Dimensional Etf Trust Inflation Prote (DFIP)
Caterpillar (CAT)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Schwab Strategic Tr Us Tips Etf (SCHP)

View all positions for Onyx Financial Advisors

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