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Caterpillar shares owned by ERn Financial

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

Historical chart of ERn Financial investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by ERn Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $235k 221 1064.56
2024-12-31 $234k 645 362.49
2024-09-30 $220k 563 391.33