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Caterpillar shares owned by Creative Capital Management Investments

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Creative Capital Management Investments from 13F filings

Historical chart of Creative Capital Management Investments investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Creative Capital Management Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Creative Capital Management Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $84k 228 366.43
2023-12-31 $67k 228 295.67
2023-09-30 $62k 228 273.00
2023-06-30 $47k 190 246.05
2023-03-31 $66k 287 228.84
2022-12-31 $46k 190 242.11

More positions owned by Creative Capital Management Investments

Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Dimensional Core Fixed Income Etf Etf (DFCF)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Dimensional Global Real Estate Etf Etf (DFGR)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Powershares Ftse Rafi Us 1000 Etf (PRF)
Apple Stock (AAPL)
Ishares California Muni Bond Etf Etf (CMF)
Amazon.com Stock (AMZN)
Microsoft Stock (MSFT)
Nvidia Corp Stock (NVDA)
Ishares Tips Bond Etf Etf (TIP)
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for Creative Capital Management Investments

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