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Caterpillar shares owned by Hoxton Planning & Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Hoxton Planning & Management from 13F filings

Historical chart of Hoxton Planning & Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Hoxton Planning & Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Hoxton Planning & Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $205k 430 477.11

More positions owned by Hoxton Planning & Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
NVIDIA Corporation (NVDA)
Ishares Tr Rus Mid Cap Etf (IWR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Tips Etf (SCHP)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for Hoxton Planning & Management

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