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Caterpillar shares owned by Curbstone Financial Management

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

Historical chart of Curbstone Financial Management investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Curbstone Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $583k 1.2k 477.15
2025-06-30 $509k 1.3k 388.21
2025-03-31 $594k 1.8k 329.80
2024-12-31 $570k 1.6k 362.76
2024-09-30 $615k 1.6k 391.12
2024-06-30 $524k 1.6k 333.10

More positions owned by Curbstone Financial Management

SPDR Bloomberg Inter Floating Bdfund (FLRN)
SPDR S&P Mid Cap 400 ETF Etf (MDY)
Schwab International Equity ET Etf (SCHF)
Vanguard S&P 500 ETF Etf (VOO)
Schwab US Large Cap Growth ETF Etf (SCHG)
Vanguard Short Ter Corp Bd ETF Bdfund (VCSH)
Apple (AAPL)
Schwab US Mid Cap ETF Etf (SCHM)
Schwab US Dividend Equity ETF Etf (SCHD)
Microsoft Corporation (MSFT)
Alphabet Inc Class C cs (GOOG)
Schwab US Small Cap ETF Etf (SCHA)
Vanguard Intermediate Corp ETF Bdfund (VCIT)
Schwab US Broad Mkt ETF Etf (SCHB)
Amazon (AMZN)

View all positions for Curbstone Financial Management

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