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Caterpillar shares owned by Evanson Financial

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

Historical chart of Evanson Financial investment in Caterpillar

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Quarterly reported holdings in Caterpillar by Evanson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.3M 1.3k 1064.90

More positions owned by Evanson Financial

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)
Sprott Asset Management Physical Gold Tr (PHYS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Evanson Financial

Top funds holding Caterpillar

BlackRock
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Vanguard Capital Management
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Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
Susquehanna International
Citadel Advisors
Invesco
FMR

View all funds holding Caterpillar