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Caterpillar shares owned by Joseph Group Capital Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Joseph Group Capital Management from 13F filings

Historical chart of Joseph Group Capital Management investment in Caterpillar

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All positions including Caterpillar held by Joseph Group Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Joseph Group Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $32k 68 477.15

More positions owned by Joseph Group Capital Management

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Financial Invs Tr Corecommodity Na (CCNR)
Wisdomtree Tr Glb High Div Fd (DEW)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Parker-Hannifin Corporation (PH)
Lam Research Corporation

View all positions for Joseph Group Capital 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