Kirkwood Financial Services »

Caterpillar shares owned by Kirkwood Financial Services

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

Historical chart of Kirkwood Financial Services investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Kirkwood Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $238k 223 1064.93

More positions owned by Kirkwood Financial Services

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)
First Tr Exchange Traded Nasd Tech Div (TDIV)
First Tr Exchange-traded First Tr Enh New (FTSM)
Victory Portfolios Ii Vict Fr Grow Etf (GFLW)
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)
First Tr Exchng Traded Fd Vi Active Factor La (AFGR)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)
First Tr Exchange-traded Cloud Computing (SKYY)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Exchange-traded Dow 30 Eql Wgt (EDOW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)

View all positions for Kirkwood Financial Services

Top funds holding Caterpillar

California State Teachers Retirement System
BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
T. Rowe Price Associates

View all funds holding Caterpillar