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Caterpillar shares owned by VisionPoint Advisory Group

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by VisionPoint Advisory Group from 13F filings

Historical chart of VisionPoint Advisory Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by VisionPoint Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by VisionPoint Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $456k 1.5k 295.67
2023-09-30 $555k 2.0k 273.03
2023-06-30 $440k 1.8k 246.05

More positions owned by VisionPoint Advisory Group

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Mortge Rel Etf (REM)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Deere & Company (DE)
Philip Morris International (PM)
Spdr Gold Tr Gold Shs (GLD)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Agnc Invt Corp Com reit (AGNC)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Portfolio Short (SPSB)

View all positions for VisionPoint Advisory Group

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