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Caterpillar shares owned by Exeter Financial

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

Historical chart of Exeter Financial investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Exeter Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $211k 369 572.15

More positions owned by Exeter Financial

Ishares Tr Ultra Short Dur (ICSH)
First Trust Enhanced Equity Income Fund (FFA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
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Microsoft Corporation (MSFT)
Cisco Systems (CSCO)
AFLAC Incorporated (AFL)
General Dynamics Corporation (GD)
Johnson & Johnson (JNJ)
McDonald's Corporation (MCD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Emerson Electric (EMR)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Abbvie (ABBV)
International Business Machines (IBM)

View all positions for Exeter Financial

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
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon
Jpmorgan Chase & Co

View all funds holding Caterpillar