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Caterpillar shares owned by Henderson Brothers Financial Partners

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

Historical chart of Henderson Brothers Financial Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Henderson Brothers Financial Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $970k 1.4k 708.53

More positions owned by Henderson Brothers Financial Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr 0-3 Mnth Treasry (SGOV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Index Shs Fds State Street Spd (SPDW)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
World Gold Tr Spdr Gld Minis (GLDM)
Principal Exchange Traded Prin U S Small (PSC)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
American Centy Etf Tr Diversified Mu (TAXF)
Ishares Tr Core Divid Etf (DIVB)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
American Centy Etf Tr Avantis Us Mid C (AVMV)

View all positions for Henderson Brothers Financial Partners

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