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Caterpillar shares owned by Holcombe Financial

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

Historical chart of Holcombe Financial investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Holcombe Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $449k 422 1064.90

More positions owned by Holcombe Financial

Apple (AAPL)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Listed Fds Tr Overlay Shares (OVLH)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Doubleline Etf Trust Oppo Core Bd Etf (DBND)
Listed Fds Tr Overlay Shs Shrt (OVT)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Flexshares Tr Intl Qltdv Idx (IQDF)
American Centy Etf Tr Us Eqt Etf (AVUS)
Doubleline Etf Trust Commercial Real (DCRE)
Simplify Exchange Traded Fun Simplify Interst (PFIX)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Sprott Fds Tr Silver Miners (SLVR)
American Centy Etf Tr Intl Smcp Vlu (AVDV)

View all positions for Holcombe Financial

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