Cornerstone Retirement Group, Inc.

SEC CIK: 0001791803
Latest filing: Oct 26, 2023

SEC filings (opens in a new tab)

CAT holding history

Caterpillar Inc in every 13F filed by Cornerstone Retirement Group, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overview All 13F holders of CAT Full Q3 2023 holdings

Shares (Q3 2023): 1,200
Value: $327.6K
% of portfolio: 0.1%
Quarters held: 4; Since Q4 2022

Holdings of CAT by Cornerstone Retirement Group, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	1,200	$327.6K	0.1%	00.0%	Unchanged	Holders
Q2 2023	1,200	$295.3K	0.1%	−30−2.4%	Reduced	Holders
Q1 2023	1,230	$281.5K	0.1%	+26+2.2%	Added	Holders
Q4 2022	1,204	$288.4K	0.1%	+1,204	New	Holders