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Caterpillar shares owned by Swisher Financial Concepts

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

Historical chart of Swisher Financial Concepts investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Swisher Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $251k 643 390.36
2024-06-30 $227k 693 327.56
2024-03-31 $257k 693 370.85

More positions owned by Swisher Financial Concepts

Capital Group Dividend Value Shs Creation Uni (CGDV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds Mid Cap Etf (VO)
Abbvie (ABBV)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Msci Emrg Chn (EMXC)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Abbott Laboratories (ABT)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for Swisher Financial Concepts

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
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