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Caterpillar shares owned by DiMeo Schneider & Associates

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by DiMeo Schneider & Associates from 13F filings

Historical chart of DiMeo Schneider & Associates investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by DiMeo Schneider & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by DiMeo Schneider & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $205k 357 572.87
2024-12-31 $1.5M 4.2k 362.76
2024-03-31 $908k 2.5k 366.43
2023-12-31 $716k 2.4k 295.67

More positions owned by DiMeo Schneider & Associates

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Aon Shs Cl A (AON)
Paccar (PCAR)
Diamondback Energy (FANG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Eafe Value Etf (EFV)

View all positions for DiMeo Schneider & Associates

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding Caterpillar