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Caterpillar shares owned by Mendel Capital Management

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

Historical chart of Mendel Capital Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Mendel Capital Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $236k 222 1062.72

More positions owned by Mendel Capital Management

Select Sector Spdr Tr St Str Techn Etf (XLK)
Ishares Tr U.s. Tech Etf (IYW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Profesionally Managed Portfo Akre Focus Etf (AKRE)
Wal-Mart Stores (WMT)
Ishares Tr Select Divid Etf (DVY)
Proshares Tr S&p Tech Dividen (TDV)
Schwab Strategic Tr Fundamental Intl (FNDF)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
JPMorgan Chase & Co. (JPM)

View all positions for Mendel Capital Management

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