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Caterpillar shares owned by Verum Partners

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

Historical chart of Verum Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Verum Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Verum Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $314k 857 366.40
2023-12-31 $253k 854 295.82
2023-09-30 $205k 752 272.92

More positions owned by Verum Partners

Ishares Tr Us Treas Bd Etf (GOVT)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Core S&p500 Etf (IVV)
Northern Lts Fd Tr Iii Fpa Gbl Eqty Etf (FPAG)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Verum Partners

Top funds holding Caterpillar

Vanguard Group
State Farm Mutual Automobile Insurance Company
Fisher Investments
Bill & Melinda Gates Foundation Trust
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group
Charles Schwab Investment Management
Amundi
Dimensional Fund Advisors
Royal Bank of Canada
Ubs Global Asset Management Americas

View all funds holding Caterpillar