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Caterpillar shares owned by Steward Financial Group

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

Historical chart of Steward Financial Group investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Steward Financial Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $202k 741 272.60
2023-06-30 $182k 741 245.61
2022-06-30 $11k 63 174.60

More positions owned by Steward Financial Group

Ishares Tr TRS FLT RT BD (TFLO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Innovator Etfs Tr Us Eqty Pwr Buf (PFEB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL)
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Us High Profitab (DUHP)
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP)
Wisdomtree Tr Floatng Rat Trea (USFR)
Dimensional Etf Trust Short Duration F (DFSD)

View all positions for Steward Financial Group

Top funds holding Caterpillar

Vanguard Group
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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