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Caterpillar shares owned by Navigation Group

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

Historical chart of Navigation Group investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Navigation Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $280k 263 1065.86

More positions owned by Navigation Group

Spdr Series Trust ST STR P500GRW (SPYG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vaneck Etf Trust Semiconductr Etf (SMH)
Spdr Series Trust St Str P500val (SPYV)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Spdr Series Trust ST STR PR SP1500 (SPTM)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Tesla Motors (TSLA)
Apple (AAPL)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Lazard Active Etf Tr Intl Dynamic Eqt (IDEQ)
Ishares Tr Rus 2000 Val Etf (IWN)

View all positions for Navigation Group

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