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Caterpillar shares owned by Cary Street Partners Financial

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Cary Street Partners Financial from 13F filings

Historical chart of Cary Street Partners Financial investment in Caterpillar

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All positions including Caterpillar held by Cary Street Partners Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Cary Street Partners Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.5M 18k 477.15
2025-06-30 $7.1M 18k 388.21

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Top funds holding Caterpillar

Vanguard Group
State Street Corporation
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Geode Capital Management
Fisher Investments
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Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar