Analyst IMS Investment Management Services »

Caterpillar shares owned by Analyst IMS Investment Management Services

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Analyst IMS Investment Management Services from 13F filings

Historical chart of Analyst IMS Investment Management Services investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Analyst IMS Investment Management Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Analyst IMS Investment Management Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 2.3k 477.08
2025-06-30 $1.1M 2.8k 388.08
2025-03-31 $446k 1.4k 329.88
2024-12-31 $537k 1.5k 363.08
2024-09-30 $473k 1.2k 391.23
2024-06-30 $440k 1.3k 332.83

More positions owned by Analyst IMS Investment Management Services

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Ac Asia Etf (AAXJ)
Wix SHS (WIX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Alexandria Real Estate Equities (ARE)
Simon Property (SPG)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Ishares Semicdtr (SOXX)
NVIDIA Corporation (NVDA)
Lemonade (LMND)
Ishares Tr Msci China Etf (MCHI)
Microsoft Corporation (MSFT)

View all positions for Analyst IMS Investment Management Services

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