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Caterpillar shares owned by SPC Financial

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

Historical chart of SPC Financial investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by SPC Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $238k 650 366.50

More positions owned by SPC Financial

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Etf Tr Equal Weight Us (GSEW)
Wisdomtree Tr Intl Qulty Div (IQDG)
Wisdomtree Tr Floatng Rat Trea (USFR)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Ishares Semicdtr (SOXX)
Ishares Tr S&P SML 600 GWT (IJT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Us Home Cons Etf (ITB)
Ishares Tr Sp Smcp600vl Etf (IJS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for SPC Financial

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