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Caterpillar shares owned by Zega Financial

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

Historical chart of Zega Financial investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Zega Financial

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.2M 3.5k 333.10
2024-03-31 $849k 2.3k 366.43

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Tidal Etf Tr Zega Buy And Hed (ZHDG)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Diamondback Energy (FANG)
Exxon Mobil Corporation (XOM)
Ssga Active Tr Spdr Blackstone (HYBL)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
AFLAC Incorporated (AFL)
Ishares Tr Core S&p500 Etf (IVV)
Tidal Tr Ii Yieldmax Univers (YMAX)

View all positions for Zega Financial

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