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Caterpillar shares owned by Lynch Investment Planning

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Lynch Investment Planning from 13F filings

Historical chart of Lynch Investment Planning investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Lynch Investment Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Lynch Investment Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $235k 221 1064.90

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Dimensional Etf Trust Us High Prof Etf (DUHP)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)
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Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr S&p 100 Etf (OEF)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)

View all positions for Lynch Investment Planning

Top funds holding Caterpillar

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
Bank of America Corporation

View all funds holding Caterpillar