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Caterpillar shares owned by Meramec Financial Planners

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

Historical chart of Meramec Financial Planners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Meramec Financial Planners

Quarter filed Position value Share count Share price at filing
2025-12-31 $304k 418 726.20

More positions owned by Meramec Financial Planners

Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core Msci Eafe (IEFA)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Meramec Financial Planners

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
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
Jpmorgan Chase & Co

View all funds holding Caterpillar