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Caterpillar shares owned by Francis Financial

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

Historical chart of Francis Financial investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Francis Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $282k 265 1064.90

More positions owned by Francis Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Tcw Etf Trust Flexible Income (FLXR)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust International (DFSI)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Vanguard Index Fds Growth Etf (VUG)
Neuberger Berman Etf Trust Short Duration I (NBSD)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Meta Platforms Cl A (META)
Spdr Series Trust St Str P500val (SPYV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY)
Ishares Tr Esg Msci Kld Etf (DSI)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Usd Grn Bond Etf (BGRN)

View all positions for Francis 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
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