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Caterpillar shares owned by Warwick Investment Management

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

Historical chart of Warwick Investment Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Warwick Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $444k 1.1k 391.12
2024-06-30 $371k 1.1k 333.10
2024-03-31 $397k 1.1k 366.43
2023-12-31 $272k 919 295.67
2023-09-30 $213k 781 273.00

More positions owned by Warwick Investment Management

Schwab Strategic Tr 1000 Index Etf (SCHK)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Select Sector Spdr Tr Energy (XLE)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Apple (AAPL)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Warwick Investment Management

Top funds holding Caterpillar

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Bill & Melinda Gates Foundation Trust
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Northern Trust
Bank of America Corporation
Goldman Sachs Group
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar