Neumann Capital Management »

Caterpillar shares owned by Neumann Capital Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Neumann Capital Management from 13F filings

Historical chart of Neumann Capital Management investment in Caterpillar

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All positions including Caterpillar held by Neumann Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Neumann Capital Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $216k 203 1064.90

More positions owned by Neumann Capital Management

Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr S&p Mc 400gr Etf (IJK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Esg Msci Kld Etf (DSI)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Gilead Sciences (GILD)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
CVS Caremark Corporation (CVS)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Johnson & Johnson (JNJ)

View all positions for Neumann Capital Management

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
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
Susquehanna International
Citadel Advisors
Invesco
FMR

View all funds holding Caterpillar