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Caterpillar shares owned by Grantvest Financial Group

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

Historical chart of Grantvest Financial Group investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Grantvest Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $329k 690 477.15
2025-06-30 $268k 690 388.21
2025-03-31 $261k 790 329.80
2024-12-31 $289k 797 362.76

More positions owned by Grantvest Financial Group

Blackrock Etf Trust Ii Ishares Flexible (BINC)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Ea Series Trust Strive Enhanced (BUXX)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Vanguard World Mega Cap Val Etf (MGV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Neos Etf Trust Nasdaq 100 High (QQQI)
Calamos Etf Tr S&p 500 Structur (CPSJ)
Vaneck Etf Trust Semiconductr Etf (SMH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Large Cap Max Bu (DMAX)
Calamos Etf Tr S&p 500 Structrd (CPSA)

View all positions for Grantvest Financial Group

Top funds holding Caterpillar

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

View all funds holding Caterpillar