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Caterpillar shares owned by Dickmeyer Boyce Financial Management

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

Historical chart of Dickmeyer Boyce Financial Management investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Dickmeyer Boyce Financial Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $848k 1.2k 708.71

More positions owned by Dickmeyer Boyce Financial Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Rus Mid Cap Etf (IWR)
Wisdomtree Tr Us Midcap Divid (DON)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Johnson & Johnson (JNJ)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Index Fds Value Etf (VTV)
Abbvie (ABBV)
JPMorgan Chase & Co. (JPM)
Verizon Communications (VZ)
Wisdomtree Tr Us Largecap Divd (DLN)

View all positions for Dickmeyer Boyce Financial Management

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