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Caterpillar shares owned by Altiora Financial Group

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

Historical chart of Altiora Financial Group investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Altiora Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $218k 457 477.15
2024-09-30 $234k 598 391.12
2024-03-31 $219k 598 366.43

More positions owned by Altiora Financial Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Total Stk Mkt (VTI)
Simplify Exchange Traded Fun High Yield Etf (CDX)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Simplify Exchange Traded Fun Managed Futures (CTA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Altiora Financial Group

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar