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Caterpillar shares owned by Koshinski Asset Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Koshinski Asset Management from 13F filings

Historical chart of Koshinski Asset Management investment in Caterpillar

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All positions including Caterpillar held by Koshinski Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Koshinski Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.3M 17k 366.43
2023-12-31 $4.5M 15k 295.66
2023-09-30 $5.7M 21k 273.00
2023-06-30 $5.2M 21k 246.05
2023-03-31 $5.9M 26k 228.84
2022-12-31 $6.2M 26k 239.56
2022-09-30 $4.4M 27k 164.08
2022-06-30 $4.9M 27k 178.76
2022-03-31 $6.2M 28k 222.82
2021-12-31 $5.6M 27k 206.74
2021-09-30 $5.4M 28k 191.97
2021-06-30 $4.8M 22k 217.63
2021-03-31 $6.5M 28k 231.87
2020-12-31 $3.6M 14k 259.80
2020-09-30 $3.1M 19k 162.63
2020-06-30 $2.4M 19k 126.50
2020-03-31 $2.3M 20k 116.02
2019-12-31 $2.8M 19k 147.53
2019-09-30 $1.4M 11k 126.27
2019-06-30 $1.6M 12k 136.26
2019-03-31 $1.8M 13k 135.52
2018-12-31 $3.1M 24k 127.06
2018-09-30 $3.9M 26k 152.48
2018-06-30 $348k 13k 26.64
2018-03-31 $1.6M 11k 147.36
2017-12-31 $2.3M 14k 157.60
2017-09-30 $1.8M 14k 124.71
2017-06-30 $1.4M 13k 107.46
2017-03-31 $1.0M 11k 92.76
2016-12-31 $919k 9.9k 92.74
2016-09-30 $938k 11k 88.77
2016-06-30 $875k 12k 75.81
2016-03-31 $831k 11k 76.54
2015-12-31 $717k 11k 67.96
2015-09-30 $881k 10k 84.83
2015-06-30 $929k 11k 84.84
2015-03-31 $881k 11k 80.04
2014-12-31 $1.0M 11k 91.53

More positions owned by Koshinski Asset Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Growth Etf (VUG)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Koshinski Asset 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