CVFG »

Caterpillar shares owned by CVFG

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

Historical chart of CVFG investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by CVFG 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 CVFG

Quarter filed Position value Share count Share price at filing
2026-03-31 $9.9M 14k 708.46

More positions owned by CVFG

Spdr Series Trust State Street Spd (SPTM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPYG)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Apple (AAPL)
Eli Lilly & Co. (LLY)
Spdr Series Trust State Street Spd (SPYM)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vertiv Holdings Com Cl A (VRT)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)
Argan (AGX)
JPMorgan Chase & Co. (JPM)

View all positions for CVFG

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