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Caterpillar shares owned by M1 Capital Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by M1 Capital Management from 13F filings

Historical chart of M1 Capital Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by M1 Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by M1 Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $403k 844 477.15
2025-06-30 $466k 1.2k 388.21
2025-03-31 $449k 1.4k 329.80
2024-12-31 $546k 1.5k 362.76

More positions owned by M1 Capital Management

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Ishares Tr S&p 500 Grwt Etf (IVW)
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Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Meta Platforms Cl A (META)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Zacks Trust Earngs Constant (ZECP)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Blackrock Etf Trust Ishares Us Thema (THRO)

View all positions for M1 Capital Management

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