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Caterpillar shares owned by Foundry Financial

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

Historical chart of Foundry Financial investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Foundry Financial

Quarter filed Position value Share count Share price at filing
2026-09-30 $483k 596 810.21
2026-06-30 $450k 422 1065.22
2026-03-31 $295k 416 708.60

More positions owned by Foundry Financial

Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
Dimensional Etf Trust Us Larg Valu Etf (DFLV)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)
Dimensional Etf Trust Core Fixe In Etf (DFCF)
Dimensional Etf Trust Us Cor Equ 2 Etf
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust World Ex Us Core (DFAX)
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for Foundry Financial

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
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
Bank of America Corporation
Citadel Advisors
Susquehanna International

View all funds holding Caterpillar