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Caterpillar shares owned by TruNorth Capital Management

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

Historical chart of TruNorth Capital Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by TruNorth Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by TruNorth Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $57k 145 391.12
2024-06-30 $41k 123 333.10
2024-03-31 $14k 39 366.44

More positions owned by TruNorth Capital Management

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Stryker Corporation (SYK)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Columbia Etf Tr I Diversifid Fxd (DIAL)
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for TruNorth Capital Management

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