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Caterpillar shares owned by Creative Financial Designs

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

Historical chart of Creative Financial Designs investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Creative Financial Designs

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.0M 11k 477.14
2025-06-30 $4.2M 11k 388.20
2025-03-31 $3.6M 11k 329.80
2024-12-31 $4.2M 12k 362.77
2024-09-30 $4.4M 11k 391.12
2024-06-30 $3.8M 11k 333.10
2024-03-31 $4.0M 11k 366.43
2023-12-31 $4.4M 15k 295.67
2023-09-30 $4.0M 15k 273.00
2023-06-30 $3.6M 15k 246.05
2023-03-31 $3.4M 15k 228.83
2022-12-31 $5.2M 22k 239.56
2022-09-30 $4.1M 25k 164.09
2022-06-30 $4.4M 25k 178.77
2022-03-31 $5.4M 24k 222.80
2021-12-31 $5.4M 26k 206.76
2021-09-30 $986k 5.1k 192.02
2021-06-30 $1.0M 4.7k 217.60
2021-03-31 $1.0M 4.5k 231.82
2020-12-31 $813k 4.5k 182.08
2020-09-30 $94k 633 148.50
2020-06-30 $67k 528 126.89
2020-03-31 $38k 325 116.92
2019-12-31 $49k 325 150.77
2019-09-30 $39k 325 120.00
2019-06-30 $41k 306 133.99
2019-03-31 $45k 330 136.36
2018-12-31 $36k 281 128.11
2018-09-30 $48k 315 152.38
2018-06-30 $43k 319 134.80
2018-03-31 $62k 419 147.97
2017-12-31 $158k 1.0k 157.68
2017-09-30 $847k 6.8k 124.74
2017-06-30 $730k 6.8k 107.46
2017-03-31 $634k 6.8k 92.73
2016-12-31 $930k 10k 92.79

More positions owned by Creative Financial Designs

Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Vanguard Value Etf Etf (VTV)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Bny Mellon International Equity Etf Etf (BKIE)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Apple Stock (AAPL)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Vanguard Growth Etf Etf (VUG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Vanguard Short-term Treasury Etf Etf (VGSH)
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)
Inspire Corporate Bond Etf Etf (IBD)
Fidelity Total Bond Etf Etf (FBND)
Eli Lilly & Co Stock (LLY)

View all positions for Creative Financial Designs

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