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Caterpillar shares owned by Abound Financial

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

Historical chart of Abound Financial investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Abound Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $14k 25 572.88
2025-03-31 $8.2k 25 329.80