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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

Tip: Access up to 7 years of quarterly data

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
2025-12-31 $320k 558 573.32
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)
Apple (AAPL)
Invesco Actively Managed Exc Total Return (GTO)
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 State Street Spd (SJNK)
Ssga Active Etf Tr State Street Dou (TOTL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Msci Intl Qualty (IQLT)
Vaneck Etf Trust Fallen Angel Hg (ANGL)

View all positions for Howard Financial Services

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