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Caterpillar shares owned by Tanglewood Legacy Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Tanglewood Legacy Advisors from 13F filings

Historical chart of Tanglewood Legacy Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Tanglewood Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Tanglewood Legacy Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 4.8k 366.41
2023-12-31 $1.4M 4.8k 295.65
2023-09-30 $1.3M 4.8k 272.98
2023-06-30 $1.2M 4.8k 246.04
2023-03-31 $1.1M 4.8k 228.83
2022-12-31 $1.1M 4.8k 239.55

More positions owned by Tanglewood Legacy Advisors

Ishares Core MF Closed and MF Open (IUSV)
Ishares S&p MF Closed and MF Open (IUSG)
First Trust MF Closed and MF Open (DMAY)
First Trust MF Closed and MF Open (FMAY)
Ishares Russell MF Closed and MF Open (IWR)
Ishares Russell MF Closed and MF Open (IWF)
Ishares Russell MF Closed and MF Open (IWD)
First Trust MF Closed and MF Open (FAPR)
First Trust MF Closed and MF Open (DAPR)
SPDR S&P MF Closed and MF Open (SPY)
Sm Energy Common Stock (SM)
Ishares Msci MF Closed and MF Open (USMV)
First Trust MF Closed and MF Open (DNOV)
Apple Common Stock (AAPL)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Tanglewood Legacy Advisors

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