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Caterpillar shares owned by Gross & Hartman Investments

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Gross & Hartman Investments from 13F filings

Historical chart of Gross & Hartman Investments investment in Caterpillar

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All positions including Caterpillar held by Gross & Hartman Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Gross & Hartman Investments

Quarter filed Position value Share count Share price at filing
2026-06-30 $255k 239 1065.95

More positions owned by Gross & Hartman Investments

Vanguard Total Stock Market ETF (VTI)
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB)
Vanguard Malvern Fds (VCRB)
Vanguard Instl Index (VBIL)
Vanguard High Dividend Yield ETF (VYM)
Alps Etf Tr alerian energy (ENFR)
Vanguard Scottsdale Fds vng rus1000grw (VONG)
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX)
Vanguard Admiral Fds Inc equity (VOOG)
Vanguard Int High Dvd Yld In exchange traded funds (VYMI)
Vanguard Information Technology ETF (VGT)
Vanguard S&p 500 Etf idx (VOO)
Apple (AAPL)
Equinix (EQIX)
Alphabet Inc Class A cs (GOOGL)

View all positions for Gross & Hartman Investments

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