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Caterpillar shares owned by Cannon Financial Strategists

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

Historical chart of Cannon Financial Strategists investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Cannon Financial Strategists

Quarter filed Position value Share count Share price at filing
2026-06-30 $687k 645 1064.90
2021-12-31 $334k 1.9k 177.57
2021-09-30 $266k 1.9k 141.50

More positions owned by Cannon Financial Strategists

Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Series Trust ST STR SP600SM C (SLYV)
Spdr Series Trust ST STR P500GRW (SPYG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust St Str Tips Etf (SPIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Jpmorgan Usd Emg (EMB)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Ultra Short Dur (ICSH)

View all positions for Cannon Financial Strategists

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