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Caterpillar shares owned by Lighthouse Financial Services

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

Historical chart of Lighthouse Financial Services investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Lighthouse Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.2M 2.8k 794.23

More positions owned by Lighthouse Financial Services

Select Sector Spdr Tr State Street Tec (XLK)
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Vanguard World Comm Srvc Etf (VOX)
Select Sector Spdr Tr State Street Hea (XLV)
Select Sector Spdr Tr State Street Ind (XLI)
Ssga Active Etf Tr State Street Dou (TOTL)
Select Sector Spdr Tr State Street Con (XLY)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Series Trust State Street Spd (SPTS)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPSB)
Select Sector Spdr Tr State Street Ene (XLE)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Lighthouse Financial Services

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Citadel Advisors
Wellington Management Company

View all funds holding Caterpillar