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Caterpillar shares owned by ICA Group Wealth Management

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

Historical chart of ICA Group Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by ICA Group Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 3.1k 366.48
2023-12-31 $927k 3.1k 295.67
2023-09-30 $783k 2.9k 272.82
2023-06-30 $657k 2.7k 246.05
2023-03-31 $2.8M 12k 228.84
2022-12-31 $2.9M 12k 239.98
2022-09-30 $2.9M 17k 164.09
2022-06-30 $3.3M 17k 195.58
2022-03-31 $3.8M 17k 223.62

More positions owned by ICA Group Wealth Management

Invesco Qqq MF Closed and MF Open (QQQ)
First Trust MF Closed and MF Open (FDL)
SPDR S&P MF Closed and MF Open (VLU)
Invesco S&p MF Closed and MF Open (XMHQ)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
First Trust MF Closed and MF Open (FVD)
SPDR S&P MF Closed and MF Open (SPY)
Vanguard Value MF Closed and MF Open (VTV)
Nvidia Corp Common Stock (NVDA)
Vanguard Information MF Closed and MF Open (VGT)
First Trust MF Closed and MF Open (BUFR)
First Trust MF Closed and MF Open (RDVY)
First Trust MF Closed and MF Open (FTCS)
Microsoft Corp Common Stock (MSFT)

View all positions for ICA Group Wealth Management

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