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Caterpillar shares owned by Fortitude Family Office

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Fortitude Family Office from 13F filings

Historical chart of Fortitude Family Office investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Fortitude Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Fortitude Family Office

Quarter filed Position value Share count Share price at filing
2024-03-31 $49k 133 366.43
2023-12-31 $39k 133 295.67

More positions owned by Fortitude Family Office

Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Msci International Developed Markets Etf Etf (IDEV)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Vanguard Mid-cap Etf Etf (VO)
Ishares Tips Bond Etf Etf (TIP)
Avantis U.s. Large Cap Value Etf Etf (AVLV)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares Core S&p Small Cap Etf Etf (IJR)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)
Kkr & Co Stock (KKR)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Vanguard Ftse Emerging Markets Etf Etf (VWO)

View all positions for Fortitude Family Office

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