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Caterpillar shares owned by Bridge Advisory

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

Historical chart of Bridge Advisory investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Bridge Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $303k 827 366.61
2023-12-31 $244k 824 295.67
2023-09-30 $225k 824 273.00
2023-06-30 $201k 815 246.05

More positions owned by Bridge Advisory

Ishares Tr Short Treas Bd (SHV)
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)
Sprott Physical Gold Tr Unit (PHYS)
Sprott Physical Silver Tr Tr Unit (PSLV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vaneck Etf Trust Gold Miners Etf (GDX)
Apple (AAPL)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core S&p Us Vlu (IUSV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Proshares Tr K1 Fre Crd Oil (OILK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Tips Bd Etf (TIP)

View all positions for Bridge Advisory

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