Heritage Investment Group »

Caterpillar shares owned by Heritage Investment Group

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

Historical chart of Heritage Investment Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Heritage Investment 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 Heritage Investment Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $204k 356 572.87

More positions owned by Heritage Investment Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Global Reit Etf (REET)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 1 (DCOR)

View all positions for Heritage Investment 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