Samalin Investment Counsel »

Caterpillar shares owned by Samalin Investment Counsel

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

Historical chart of Samalin Investment Counsel investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Samalin Investment Counsel 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 Samalin Investment Counsel

Quarter filed Position value Share count Share price at filing
2026-03-31 $206k 291 708.41
2022-03-31 $4.5k 20 222.80
2021-12-31 $66k 320 206.74
2021-09-30 $3.8k 20 191.95
2021-06-30 $4.4k 20 217.60
2019-12-31 $10k 71 140.85

More positions owned by Samalin Investment Counsel

Apple (AAPL)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Msci Eafe Min Vl (EFAV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Rus Mid Cap Etf (IWR)
Bank of America Corporation (BAC)
Alps Etf Tr Alerian Mlp (AMLP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Samalin Investment Counsel

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Citadel Advisors
Wellington Management Company

View all funds holding Caterpillar