Narus Financial Partners »

Caterpillar shares owned by Narus Financial Partners

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

Historical chart of Narus Financial Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Narus Financial Partners

Quarter filed Position value Share count Share price at filing
2025-06-30 $294k 756 388.21

More positions owned by Narus Financial Partners

Wal-Mart Stores (WMT)
Spdr Gold Tr Gold Shs (GLD)
Select Sector Spdr Tr Technology (XLK)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Vanguard World Comm Srvc Etf (VOX)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Eafe Value Etf (EFV)
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT)
Invesco Db Multi-sector Comm Oil Fd (DBO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Eafe Sml Cp Etf (SCZ)

View all positions for Narus Financial Partners

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Morgan Stanley
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

View all funds holding Caterpillar