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Caterpillar shares owned by Aspetuck Financial Management

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

Historical chart of Aspetuck Financial Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Aspetuck Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $310k 650 477.15
2025-06-30 $252k 650 388.21
2025-03-31 $214k 650 329.80
2024-12-31 $236k 650 362.76

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Ishares Tr Ore S&p Scp Etf (IJR)
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Jpmorgan Chase & Co. Om (JPM)
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Wisdomtree Tr Loatng Rat Trea (USFR)
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View all positions for Aspetuck Financial Management

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