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Caterpillar shares owned by McMillan Office

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by McMillan Office from 13F filings

Historical chart of McMillan Office investment in Caterpillar

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All positions including Caterpillar held by McMillan Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by McMillan Office

Quarter filed Position value Share count Share price at filing
2026-03-31 $396k 559 708.46

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Abbvie Common, Large Cap Value (ABBV)
Rtx Corporation Common, Large Cap (RTX)
Exxon Mobil Corp Common, Large Cap Value (XOM)
Jpmorgan Chase & Co Common, Large Cap Value (JPM)
Cisco Systems Common, Large Cap Value (CSCO)
Johnson & Johnson Common, Large Cap Value (JNJ)
American Express Company Common, Large Cap Value (AXP)
Pepsico Common, Large Cap Value (PEP)

View all positions for McMillan Office

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