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Caterpillar shares owned by Cambria Investment Management

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

Historical chart of Cambria Investment Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Cambria Investment Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.1M 2.9k 1064.90
2026-03-31 $675k 953 708.46
2025-12-31 $696k 1.2k 572.87
2025-09-30 $327k 685 477.15

More positions owned by Cambria Investment Management

Cambria Etf Tr Cambria Fgn Shr (FYLD)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Cambria Etf Tr Global Value Etf (GVAL)
Cambria Etf Tr Value Momentum (VAMO)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Tidal Trust Ii Camb Che Pur Etf (MFUT)
Cambria Etf Tr Gbl Real Est Etf (BLDG)
Spdr Series Trust State Stret Spdr (CERY)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Apple (AAPL)
Cambria Etf Tr Tacti Yield Etf (TYLD)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Valero Energy Corporation (VLO)
J Global (ZD)
Hf Sinclair Corp (DINO)

View all positions for Cambria Investment Management

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
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
T. Rowe Price Associates
Bank of America Corporation

View all funds holding Caterpillar