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Caterpillar shares owned by Capital Financial Group

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

Historical chart of Capital Financial Group investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Capital Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $695k 981 708.46

More positions owned by Capital Financial Group

Spdr Series Trust State Street Spd (SPYM)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Index Shs Fds State Street Spd (SPEM)
Ishares Tr Core S&p Mcp Etf (IJH)
Goldman Sachs Etf Tr Activebeta Us (GSSC)
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Goldman Sachs Etf Tr Access Invt Gr (GIGB)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Spdr Series Trust State Street Spd (SPAB)
Johnson & Johnson (JNJ)
Ssga Active Etf Tr State Street Dou (TOTL)
First Tr Exchange Traded Smid Risng Etf (SDVY)

View all positions for Capital Financial Group

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