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Caterpillar shares owned by Iron Financial

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

Historical chart of Iron Financial investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Iron Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $268k 378 708.46
2017-12-31 $249k 1.6k 157.50
2017-09-30 $201k 1.6k 124.77
2013-12-31 $239k 2.6k 90.67

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Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Ultra Short Dur (ICSH)
Ishares Tr Ibonds Dec2026 (IBDR)
Spdr Series Trust State Street Spd (SPSB)

View all positions for Iron Financial

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Citadel Advisors
Wellington Management Company

View all funds holding Caterpillar