Traveka Wealth »

Caterpillar shares owned by Traveka Wealth

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

Historical chart of Traveka Wealth investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Traveka Wealth 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 Traveka Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $406k 1.1k 366.43
2023-12-31 $309k 1.0k 295.67

More positions owned by Traveka Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Ishares Tr Calif Mun Bd Etf (CMF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Ishares Core Msci Emkt (IEMG)

View all positions for Traveka Wealth

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
FMR
Susquehanna International
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group
Charles Schwab Investment Management

View all funds holding Caterpillar