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Caterpillar shares owned by Retirement Income Solutions

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

Historical chart of Retirement Income Solutions investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Retirement Income Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $221k 566 391.12
2024-03-31 $207k 566 366.43

More positions owned by Retirement Income Solutions

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Val Etf (IWD)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Esg Awr Msci Usa (ESGU)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Retirement Income Solutions

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