Interchange Capital Partners »

Caterpillar shares owned by Interchange Capital Partners

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Interchange Capital Partners from 13F filings

Historical chart of Interchange Capital Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Interchange Capital Partners 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 Interchange Capital Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $238k 637 373.18
2020-12-31 $153k 845 181.07

More positions owned by Interchange Capital Partners

Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Value (VLUE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)
Amazon (AMZN)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Blackrock Etf Trust Us Eqt Factor (DYNF)

View all positions for Interchange Capital Partners

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