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Caterpillar shares owned by Heritage Family Offices

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Heritage Family Offices from 13F filings

Historical chart of Heritage Family Offices investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Heritage Family Offices consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Heritage Family Offices

Quarter filed Position value Share count Share price at filing
2026-03-31 $276k 389 708.46

More positions owned by Heritage Family Offices

Ishares Tr Rusel 2500 Etf (SMMD)
Spdr Index Shs Fds State Street Spd (SPEM)
Ishares Tr Msci Eafe Etf (EFA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Heritage Family Offices

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Citadel Advisors
Wellington Management Company

View all funds holding Caterpillar