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Caterpillar shares owned by Financial Symmetry

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

Historical chart of Financial Symmetry investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Financial Symmetry

Quarter filed Position value Share count Share price at filing
2026-06-30 $238k 223 1064.90

More positions owned by Financial Symmetry

Dimensional Etf Trust (DFAC)
Dimensional Etf Trust (DFAX)
Dimensional Etf Trust (DFEM)
Dimensional International Core Equity 2 ETF (DFIC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Total World Stock Idx (VT)
Dimensional Etf Trust (DUSB)
Dimensional International Small Cap Value ETF (DISV)
American Centy Etf Tr avantis emgmkt (AVEM)
Vanguard Star Fd Intl Stk Idxf (VXUS)
Dimensional Etf Trust (DFSV)
Dimensional Etf Trust (DFAI)
Apple (AAPL)

View all positions for Financial Symmetry

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