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Caterpillar shares owned by Clayton Financial Group

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

Historical chart of Clayton Financial Group investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Clayton Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $115k 240 477.15
2025-03-31 $203k 615 329.80
2024-09-30 $205k 525 391.12

More positions owned by Clayton Financial Group

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Core Msci Emkt (IEMG)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Abbvie (ABBV)

View all positions for Clayton Financial Group

Top funds holding Caterpillar

Vanguard Group
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Capital World Investors
Capital Research Global Investors
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View all funds holding Caterpillar