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Caterpillar shares owned by J. M. Brown & Associates

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by J. M. Brown & Associates from 13F filings

Historical chart of J. M. Brown & Associates investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by J. M. Brown & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by J. M. Brown & Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $397k 373 1064.08

More positions owned by J. M. Brown & Associates

Proshares Tr Pshs Ult S&p 500 (SSO)
Spdr Series Trust St Str Conv Etf (CWB)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Apple (AAPL)
Vanguard World Materials Etf (VAW)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr 0-3 Mth Treasury (SGOV)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vaneck Etf Trust Ig Floa Rate Etf (FLTR)
Vanguard World Energy Etf (VDE)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Iboxx Hi Yd Etf (HYG)

View all positions for J. M. Brown & Associates

Top funds holding Caterpillar

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Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
Susquehanna International
Citadel Advisors
Invesco
FMR

View all funds holding Caterpillar