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Caterpillar shares owned by Traphagen Investment Advisors

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

Historical chart of Traphagen Investment Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Traphagen Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 3.2k 391.15
2024-06-30 $1.1M 3.3k 333.11
2023-12-31 $960k 3.2k 295.69

More positions owned by Traphagen Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr 20+ Year Tr Bd (TLTW)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Victory Portfolios Ii Shares Free Cash (VFLO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Managed Portfolio Series Tortoise Nram Pi (TPYP)
Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Ishares 25+ Yr T (GOVZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Traphagen Investment 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