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Caterpillar shares owned by Leverty Financial Group

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

Historical chart of Leverty Financial Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Leverty Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $300k 630 476.82
2021-12-31 $6.0k 32 187.50

More positions owned by Leverty Financial Group

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
3M Company (MMM)
Ishares Tr Core S&p Scp Etf (IJR)
Ecolab (ECL)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)

View all positions for Leverty Financial Group

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