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Caterpillar shares owned by Berman McAleer

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

Historical chart of Berman McAleer investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Berman McAleer

Quarter filed Position value Share count Share price at filing
2026-06-30 $225k 211 1064.90

More positions owned by Berman McAleer

Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Starboard Invt Tr Adaptive Alpha (AGOX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Active Growth (JGRO)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Fundamental Us L (FNDX)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Fidelity Covington Trust Enhanced Intl (FENI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Rus 1000 Val Etf (IWD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Total Stk Mkt (VTI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Berman McAleer

Top funds holding Caterpillar

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
Susquehanna International
Citadel Advisors
Invesco
FMR

View all funds holding Caterpillar