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Caterpillar shares owned by North Capital

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

Historical chart of North Capital investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by North Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $347k 490 708.46
2025-12-31 $269k 470 572.87
2025-09-30 $225k 471 477.15
2025-06-30 $180k 463 388.21
2025-03-31 $158k 478 329.80

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Dimensional Etf Trust Intl Core Eqt Mk Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emgr Cre Eqt Mng Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
State Street Spdr S&p 500 Etf Units Tr Unit (SPY)
Vanguard Scottsdale Funds Short-term Treasury Etf Short Term Treas (VGSH)
Invesco Qqq Tr Unit Ser 1 Unit Ser 1 (QQQ)
Vanguard Ultra-shorttreasury Etf Ultra-short Trea (VGUS)
Ubs Etracs Alerian Mlp Index Etn Series B Etracs Alerian M (AMUB)
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B)
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL)
Vanguard Total International Stock Index Fund Vg Tl Intl Stk F (VXUS)
Amazon (AMZN)
Meta Platforms Inc Class A Cl A (META)

View all positions for North Capital

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