Curran Financial Partners »

Caterpillar shares owned by Curran Financial Partners

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

Historical chart of Curran Financial Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Curran Financial Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $225k 318 708.95

More positions owned by Curran Financial Partners

Tidal Trust I God Bless Amer (YALL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Series Trust State Street Spd (SPYD)
Vanguard Index Fds Small Cp Etf (VB)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Global X Fds Glb X Mlp Enrg I (MLPX)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust State Street Spd (SJNK)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Vanguard Whitehall Fds High Div Yld (VYM)
Bny Mellon Etf Trust Core Bond Etf (BKAG)
First Tr Exchange-traded Ft Vest S&p 500 (KNG)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Curran Financial Partners

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Citadel Advisors
Wellington Management Company

View all funds holding Caterpillar