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Caterpillar shares owned by Belleair Asset Management

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

Historical chart of Belleair Asset Management investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Belleair Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $232k 328 708.57

More positions owned by Belleair Asset Management

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr 3 7 Yr Treas Bd (IEI)

View all positions for Belleair Asset Management

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Citadel Advisors
Wellington Management Company

View all funds holding Caterpillar