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Caterpillar shares owned by Carter Financial Group

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

Historical chart of Carter Financial Group investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Carter Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $210k 366 572.79
2025-06-30 $247k 637 388.16

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Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding Caterpillar