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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
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)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Div Grwth (DGRO)
Amazon (AMZN)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard World Fds Consum Stp Etf (VDC)
Ishares Tr U.s. Med Dvc Etf (IHI)
Apple (AAPL)
Vanguard World Fds Inf Tech Etf (VGT)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Us Consum Discre (IYC)
Visa Com Cl A (V)

View all positions for Stonebridge Financial Planning Group

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