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Caterpillar shares owned by Rebalance

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

Historical chart of Rebalance investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Rebalance

Quarter filed Position value Share count Share price at filing
2024-09-30 $323k 825 391.12
2024-06-30 $275k 825 333.10
2024-03-31 $302k 825 366.43
2023-12-31 $244k 825 295.67

More positions owned by Rebalance

Schwab U.s. Broad Market Etf Etf (SCHB)
Vanguard Total Stock Market Etf Etf (VTI)
Schwab International Equity Etf Etf (SCHF)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Real Estate Etf Etf (VNQ)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)

View all positions for Rebalance

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