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Caterpillar shares owned by Helen Stephens Group

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

Historical chart of Helen Stephens Group investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Helen Stephens Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $218k 308 707.66

More positions owned by Helen Stephens Group

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Us Gwt (IUSG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Real Estate E (DFAR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr National Mun Etf (MUB)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)

View all positions for Helen Stephens Group

Top funds holding Caterpillar

Vanguard Group
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State Street Corporation
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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