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Caterpillar shares owned by Hopwood Financial Services

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

Historical chart of Hopwood Financial Services investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Hopwood Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $217k 380 572.13
2025-09-30 $202k 424 477.38
2025-06-30 $165k 424 388.02
2025-03-31 $140k 423 330.06
2024-12-31 $163k 448 362.67

More positions owned by Hopwood Financial Services

Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Exxon Mobil Corporation (XOM)
T Rowe Price Etf Price Blue Chip (TCHP)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Inf Tech Etf (VGT)
Microsoft Corporation (MSFT)
T Rowe Price Etf Us Equity Resear (TSPA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Hopwood Financial Services

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon
Jpmorgan Chase & Co

View all funds holding Caterpillar