Trilogy Capital »

Caterpillar shares owned by Trilogy Capital

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

Historical chart of Trilogy Capital investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Trilogy Capital 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 Trilogy Capital

Quarter filed Position value Share count Share price at filing
2024-12-31 $259k 714 362.98
2024-09-30 $286k 732 391.17
2024-06-30 $232k 698 332.97
2018-09-30 $23k 150 153.33
2018-06-30 $20k 150 133.33
2018-03-31 $22k 150 146.67

More positions owned by Trilogy Capital

Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
First Tr Value Line Divid In SHS (FVD)
Thor Finl Technologies Tr Equal Weight Low (THLV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Wisdomtree Tr Intl Qulty Div (IQDG)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Wisdomtree Tr Yield Enhancd Us (AGGY)

View all positions for Trilogy Capital

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Ubs Global Asset Management Americas
Legal & General Group
Susquehanna International
Goldman Sachs Group

View all funds holding Caterpillar