9823 Capital »

Caterpillar shares owned by 9823 Capital

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by 9823 Capital from 13F filings

Historical chart of 9823 Capital investment in Caterpillar

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All positions including Caterpillar held by 9823 Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by 9823 Capital

Quarter filed Position value Share count Share price at filing
2026-06-30 $566k 531 1064.90

More positions owned by 9823 Capital

Apple (AAPL)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
SPDR S&P 500 ETF TR Tr Unit (SPY)
Ishares Tr Ultra Short Dur (ICSH)
T Rowe Price Etf Ultra Shrt Trm (TBUX)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Two Rds Shared Tr Anfield Unvl Etf (AFIF)
Invesco Actively Managed Exc Var Rate Invt (VRIG)
Angel Oak Funds Trust Income Etf (CARY)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Comfort Systems USA (FIX)
Targa Res Corp (TRGP)

View all positions for 9823 Capital

Top funds holding Caterpillar

California State Teachers Retirement System
BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
T. Rowe Price Associates

View all funds holding Caterpillar