Transamerica Financial Advisors »

Caterpillar shares owned by Transamerica Financial Advisors

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

Historical chart of Transamerica Financial Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Transamerica Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 4.4k 391.33
2024-06-30 $1.6M 4.8k 333.12
2024-03-31 $1.8M 4.8k 366.52
2023-12-31 $1.2M 4.1k 295.69
2023-09-30 $1.6M 5.7k 273.02
2023-06-30 $1.6M 6.7k 246.15
2023-03-31 $1.5M 6.7k 228.90
2022-12-31 $1.6M 6.6k 239.65
2022-09-30 $1.0M 6.3k 164.20
2022-06-30 $889k 5.0k 178.77
2022-03-31 $1.0k 4 250.00
2021-12-31 $1.0k 4 250.00
2021-09-30 $1.0k 4 250.00
2021-06-30 $999 3 333.33
2020-06-30 $22k 173 127.17
2019-06-30 $15k 107 140.19
2018-12-31 $20k 152 131.58
2018-09-30 $22k 141 156.03
2018-06-30 $1.0k 4 250.00
2016-03-31 $10k 120 83.33
2015-12-31 $9.0k 120 75.00
2015-09-30 $8.0k 120 66.67
2015-06-30 $8.0k 91 87.91
2015-03-31 $4.0k 44 90.91
2014-12-31 $97k 1.1k 91.94
2014-09-30 $100k 1.0k 99.40
2014-06-30 $108k 992 108.87
2014-03-31 $3.0k 24 125.00
2013-12-31 $3.0k 24 125.00
2013-09-30 $5.0k 54 92.59
2013-06-30 $5.0k 54 92.59
2012-09-30 $3.0k 30 100.00
2012-06-30 $999 30 33.33
2012-03-31 $4.0k 30 133.33
2011-09-30 $21k 280 75.00

More positions owned by Transamerica Financial Advisors

Listed Fd Tr Stf Tactical Grw (TUG)
Vanguard Index Fds Large Cap Etf (VV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)
Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PEZ)
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)
Invesco Exchange Traded Fd T Dorsey Wrgt Finl (PFI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Wisdomtree Tr Em Ex St-owned (XSOE)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Transamerica Financial Advisors

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