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Caterpillar shares owned by Claris Financial

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

Historical chart of Claris Financial investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Claris Financial

Quarter filed Position value Share count Share price at filing
2025-06-30 $642k 1.7k 388.11
2025-03-31 $422k 1.2k 362.76
2024-12-31 $422k 1.2k 362.76

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Us Treasury 3 Month Billetf Uit Exchange Traded (TBIL)
Ibm Corp Common Stock (IBM)
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View all positions for Claris Financial

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Morgan Stanley
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