Greenberg Financial Group »

Caterpillar shares owned by Greenberg Financial Group

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

Historical chart of Greenberg Financial Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Greenberg Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.6M 2.9k 572.87

More positions owned by Greenberg Financial Group

Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Ishares Tr Select Divid Etf (DVY)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
NVIDIA Corporation (NVDA)
Roper Industries (ROP)
Vanguard Index Fds Value Etf (VTV)

View all positions for Greenberg Financial Group

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
Wellington Management Company
Capital World Investors
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding Caterpillar