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Caterpillar shares owned by Tolleson Wealth Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Tolleson Wealth Management from 13F filings

Historical chart of Tolleson Wealth Management investment in Caterpillar

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All positions including Caterpillar held by Tolleson Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Tolleson Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $235k 600 391.67
2024-03-31 $808k 2.2k 366.27
2023-12-31 $710k 2.4k 295.83
2023-09-30 $601k 2.2k 273.18
2023-06-30 $541k 2.2k 245.91
2023-03-31 $503k 2.2k 228.64
2022-12-31 $527k 2.2k 239.55
2022-09-30 $361k 2.2k 164.09
2022-06-30 $393k 2.2k 178.64
2022-03-31 $490k 2.2k 222.73
2021-12-31 $455k 2.2k 206.82
2021-09-30 $422k 2.2k 191.82
2021-06-30 $479k 2.2k 217.73
2021-03-31 $510k 2.2k 231.82
2020-12-31 $400k 2.2k 181.82
2020-09-30 $328k 2.2k 149.09
2020-06-30 $278k 2.2k 126.36
2020-03-31 $258k 2.2k 116.01
2019-12-31 $297k 2.0k 147.47
2019-09-30 $253k 2.0k 126.50
2019-06-30 $273k 2.0k 136.50
2019-03-31 $271k 2.0k 135.50
2018-12-31 $254k 2.0k 127.00

More positions owned by Tolleson Wealth Management

Ishares U.s. Equity Factor Etf Etf (LRGF)
Spdr Msci Usa Strategicfactors Etf Etf (QUS)
Ishares International Equity Factor Etf Etf (INTF)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON)
Ishares Msci Eafe Etf Etf (EFA)
Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Russell Midcap Etf Etf (IWR)
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)
Ishares Russell 1000 Value Etf Etf (IWD)
Vanguard Russell 3000 Etf Etf (VTHR)
Ishares Russell Mid-cap Growth Etf Etf (IWP)

View all positions for Tolleson Wealth Management

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