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Caterpillar shares owned by Napier Financial

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

Historical chart of Napier Financial investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Napier Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $344k 486 708.46

More positions owned by Napier Financial

Ishares Russell MF Closed and MF Open (IWB)
Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (EFA)
Ishares 3-7yr MF Closed and MF Open (IEI)
Ishares Russell MF Closed and MF Open (IWD)
Vanguard Mid MF Closed and MF Open (VO)
First Trust MF Closed and MF Open (RDVY)
Wisdomtree Floating MF Closed and MF Open (USFR)
State Street MF Closed and MF Open (SPY)
Ishares Msci MF Closed and MF Open (EEM)
Vaneck Morningstar MF Closed and MF Open (MOAT)
Vanguard Short MF Closed and MF Open (VCSH)
Ishares Russell MF Closed and MF Open (IWF)
Vanguard Intermediate MF Closed and MF Open (VCIT)
Spdr Gold MF Closed and MF Open (GLDM)

View all positions for Napier Financial

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