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Caterpillar shares owned by Strategic Investment Advisors / MI

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Strategic Investment Advisors / MI from 13F filings

Historical chart of Strategic Investment Advisors / MI investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Strategic Investment Advisors / MI consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Strategic Investment Advisors / MI

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 4.5k 366.46
2023-12-31 $1.8M 6.3k 295.68
2023-09-30 $2.3M 8.4k 273.00

More positions owned by Strategic Investment Advisors / MI

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard World Mega Cap Val Etf (MGV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)

View all positions for Strategic Investment Advisors / MI

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