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Caterpillar shares owned by Millstone Evans Group

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Millstone Evans Group from 13F filings

Historical chart of Millstone Evans Group investment in Caterpillar

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All positions including Caterpillar held by Millstone Evans Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Millstone Evans Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $95k 166 572.87
2025-09-30 $64k 134 477.15
2025-06-30 $52k 134 388.21
2025-03-31 $40k 120 329.80

More positions owned by Millstone Evans Group

Apple (AAPL)
NVIDIA Corporation (NVDA)
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Oracle Corporation (ORCL)
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Rus Mdcp Val Etf Rus Mdcp Val Etf (IWS)
Ishares Tr Mrgstr Md Cp Val Mrgstr Md Cp Val (IMCV)
Raymond James Financial (RJF)
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Johnson & Johnson (JNJ)
International Business Machines (IBM)
Lincoln Electric Holdings (LECO)

View all positions for Millstone Evans Group

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding Caterpillar