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Caterpillar shares owned by Retirement Income Solutions

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Retirement Income Solutions from 13F filings

Historical chart of Retirement Income Solutions investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Retirement Income Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Retirement Income Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $207k 566 366.43

More positions owned by Retirement Income Solutions

iShares Core S&P 500 ETF Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Unit (SPY)
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Portfolio Lr Etf (SPLG)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)
Spdr S&p 400 Mid Cap Portfolio Md Etf (SPMD)
Spdr S&p 500 Fossil Spdr S&p500 Etf (SPYX)
iShares Russell 1000 Value ETF Rus 1000 Val Etf (IWD)
Invesco S&P 500 Equal Weight ETF Gug S&p 500 Eq Wt (RSP)
Invesco QQQ ETF Unit Ser 1 (QQQ)
SPDR S&P Mid-Cap 400 ETF Utser1 S&pdcrp (MDY)
Ishares Russell 1000 ETF Rus 1000 Etf (IWB)
World Gold TR Minishares ETF Swpd Gld Minis (GLDM)
Vanguard Mid-Cap ETF Mid Cap Etf (VO)
iShares 3-7 Year Treasury Bond ETF 3 7 YR Treas BD (IEI)

View all positions for Retirement Income Solutions

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