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Caterpillar shares owned by SPC Financial

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

Historical chart of SPC Financial investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by SPC Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $397k 1.0k 391.12
2024-06-30 $373k 1.1k 332.98
2024-03-31 $238k 650 366.50

More positions owned by SPC Financial

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Goldman Sachs Etf Tr Equal Weight Us (GSEW)
Ishares Tr Core Msci Eafe (IEFA)
Wisdomtree Tr Intl Qulty Div (IQDG)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr Sp Smcp600vl Etf (IJS)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Us Home Cons Etf (ITB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Ishares Tr U.s. Insrnce Etf (IAK)

View all positions for SPC Financial

Top funds holding Caterpillar

Vanguard Group
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Capital World Investors
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Ubs Global Asset Management Americas
Legal & General Group
Susquehanna International
Goldman Sachs Group

View all funds holding Caterpillar