Caterpillar shares owned by Vishria Bird Financial Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Vishria Bird Financial Group
from 13F filings
Historical chart of Vishria Bird Financial Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Vishria Bird Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $583k | 1.6k | 363.01 |
| 2024-09-30 | $628k | 1.6k | 391.03 |
| 2024-06-30 | $535k | 1.6k | 333.13 |
| 2024-03-31 | $588k | 1.6k | 366.13 |
| 2023-12-31 | $475k | 1.6k | 295.77 |
| 2023-09-30 | $438k | 1.6k | 272.73 |
| 2023-06-30 | $395k | 1.6k | 245.95 |
| 2023-03-31 | $368k | 1.6k | 229.14 |
| 2022-12-31 | $385k | 1.6k | 239.73 |
| 2022-09-30 | $264k | 1.6k | 164.38 |
| 2022-06-30 | $287k | 1.6k | 178.70 |
| 2022-03-31 | $358k | 1.6k | 222.91 |
| 2021-12-31 | $332k | 1.6k | 206.72 |
| 2021-09-30 | $308k | 1.6k | 191.78 |
| 2021-06-30 | $350k | 1.6k | 217.93 |
| 2021-03-31 | $372k | 1.6k | 231.63 |
| 2020-12-31 | $292k | 1.6k | 181.82 |
| 2020-09-30 | $240k | 1.6k | 149.44 |
| 2020-06-30 | $203k | 1.6k | 126.40 |
| 2019-12-31 | $237k | 1.6k | 147.57 |
| 2019-09-30 | $203k | 1.6k | 126.40 |
| 2019-06-30 | $219k | 1.6k | 136.36 |
| 2019-03-31 | $218k | 1.6k | 135.74 |
| 2018-12-31 | $204k | 1.6k | 127.02 |
| 2018-09-30 | $245k | 1.6k | 152.55 |
| 2018-06-30 | $218k | 1.6k | 135.74 |
More positions owned by Vishria Bird Financial Group
View all positions for Vishria Bird Financial Group