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Caterpillar shares owned by Howard Financial Services

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

Historical chart of Howard Financial Services investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Howard Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $238k 498 477.51

More positions owned by Howard Financial Services

Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Actively Managed Exc Total Return (GTO)
Apple (AAPL)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Pgim Etf Tr Total Return Bon (PTRB)
Spdr Series Trust Bloomberg Sht Te (SJNK)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr Msci Intl Qualty (IQLT)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Howard Financial Services

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Morgan Stanley
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

View all funds holding Caterpillar