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Caterpillar shares owned by Financial Planning Navigators CORP

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

Historical chart of Financial Planning Navigators CORP investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Financial Planning Navigators CORP

Quarter filed Position value Share count Share price at filing
2026-06-30 $252k 237 1065.18

More positions owned by Financial Planning Navigators CORP

Vanguard Index Fds Large Cap Etf (VV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Series Trust St Inter Bd Etf (SPIB)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Series Trust St Str P500etf (SPYM)

View all positions for Financial Planning Navigators CORP

Top funds holding Caterpillar

BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
T. Rowe Price Associates
Bank of America Corporation

View all funds holding Caterpillar