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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
2026-03-31 $295k 416 708.60

More positions owned by Foundry Financial

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Intl High Profit (DIHP)
Blackrock Etf Trust Ii Ishares Flexible (BINC)

View all positions for Foundry Financial

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
FMR
Capital World Investors
Wellington Management Company
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Charles Schwab Investment Management

View all funds holding Caterpillar