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Caterpillar shares owned by KKM Financial

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

Historical chart of KKM Financial investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by KKM Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $737k 1.9k 391.12
2024-03-31 $944k 2.6k 366.43
2023-12-31 $557k 1.9k 295.67

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Top funds holding Caterpillar

Vanguard Group
State Street Corporation
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Capital World Investors
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Fisher Investments
Bill & Melinda Gates Foundation Trust
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Northern Trust
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Goldman Sachs Group
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View all funds holding Caterpillar