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Caterpillar shares owned by Souders Financial Advisors

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

Historical chart of Souders Financial Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Souders Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 3.5k 295.67
2021-12-31 $791k 3.8k 206.74
2021-09-30 $648k 3.4k 192.00
2020-12-31 $630k 3.5k 182.08
2020-09-30 $598k 3.5k 172.33
2020-06-30 $446k 3.5k 126.38

More positions owned by Souders Financial Advisors

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Us Aggbd Et (AGG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Procter & Gamble Company (PG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Apple (AAPL)
Schwab Strategic Tr Internl Divid (SCHY)
Microsoft Corporation (MSFT)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Souders Financial Advisors

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