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Caterpillar shares owned by Chapman Financial Group

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

Historical chart of Chapman Financial Group investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Chapman Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $20k 42 477.17
2025-06-30 $16k 42 388.21