BIP Wealth »

Caterpillar shares owned by BIP Wealth

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

Historical chart of BIP Wealth investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by BIP Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $235k 641 366.68

More positions owned by BIP Wealth

Wisdomtree Floating Rate Uie (USFR)
Spdr S&p 500 Etf Uie (SPY)
Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Msci Eafe Etf Uie (EFA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Spdr S&p 500 Value Etf Uie (SPYV)
Vanguard Ftse All World Uie (VEU)
Ishares Russell 2000 Uie (IWM)
Spdr Ser Tr Portfolio Short (SPSB)
Spdr Ssga Ultra Short Uie (ULST)
Spdr Portfolio S P 1500 Uie (SPTM)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Wisdomtree Intl Smallcp Uie (DLS)

View all positions for BIP Wealth

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Northern Trust
FMR
Susquehanna International
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group

View all funds holding Caterpillar