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Caterpillar shares owned by Stonebridge Financial Planning Group

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

Historical chart of Stonebridge Financial Planning Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Stonebridge Financial Planning Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $357k 912 391.01
2024-03-31 $284k 775 366.43
2023-12-31 $244k 825 295.67
2023-09-30 $236k 865 273.00
2023-06-30 $203k 825 246.05

More positions owned by Stonebridge Financial Planning Group

Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr U.s. Tech Etf (IYW)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Core S&p Us Gwt (IUSG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard World Inf Tech Etf (VGT)
Vanguard World Consum Stp Etf (VDC)

View all positions for Stonebridge Financial Planning Group

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