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Caterpillar shares owned by Houlihan Financial Resource Group

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

Historical chart of Houlihan Financial Resource Group investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Houlihan Financial Resource Group

Quarter filed Position value Share count Share price at filing
2025-06-30 $264k 629 419.71
2025-03-31 $257k 779 329.91
2024-12-31 $283k 779 363.29
2024-09-30 $295k 754 391.25
2024-03-31 $276k 754 366.05
2023-12-31 $223k 754 295.76
2020-09-30 $172k 1.0k 169.46

More positions owned by Houlihan Financial Resource Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Mid Cap Etf (VO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Div Grwth (DGRO)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Spdr Series Trust S&p Divid Etf (SDY)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec25 Etf (IBDQ)

View all positions for Houlihan Financial Resource Group

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