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Caterpillar shares owned by Principal Securities

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Principal Securities from 13F filings

Historical chart of Principal Securities investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Principal Securities consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Principal Securities

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.4M 16k 333.11
2024-03-31 $4.1M 11k 366.44
2023-12-31 $3.8M 13k 295.68

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Ishares Tr Core Msci Eafe (IEFA)
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Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Principal Exchange Traded Prin U S Small (PSC)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Etf (IWB)
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Spdr Ser Tr Portfolio S&p500 (SPLG)
Principal Exchange Traded Prnc Invt Grad (IG)
Apple (AAPL)
Principal Exchange Traded Prncpl Vlu Etf (PY)
NVIDIA Corporation (NVDA)
Goldman Sachs Etf Tr Activebeta Int (GSIE)

View all positions for Principal Securities

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
Capital World Investors
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Northern Trust
FMR
Bank of America Corporation
Legal & General Group
Goldman Sachs Group
Citadel Advisors

View all funds holding Caterpillar