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Caterpillar shares owned by Trivant Custom Portfolio Group

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Trivant Custom Portfolio Group from 13F filings

Historical chart of Trivant Custom Portfolio Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Trivant Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Trivant Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $42k 115 362.77
2024-09-30 $20k 50 391.12
2024-06-30 $17k 50 333.10

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View all positions for Trivant Custom Portfolio Group

Top funds holding Caterpillar

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

View all funds holding Caterpillar