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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $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)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Real Estate Etf Etf (VNQ)
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)
Ishares Tips Bond Etf Etf (TIP)
Ishares Preferred & Income Securities Etf Etf (PFF)
Vanguard Total Bond Market Etf Etf (BND)

View all positions for Rebalance

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