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Caterpillar shares owned by Lutz Financial Services

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

Historical chart of Lutz Financial Services investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Lutz Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $222k 208 1064.90

More positions owned by Lutz Financial Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust St Str P500val (SPYV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust St Str Sp400val (MDYV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Mbs Etf (MBB)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Lutz Financial Services

Top funds holding Caterpillar

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FMR
Northern Trust
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View all funds holding Caterpillar