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Caterpillar shares owned by Northeast Financial Consultants

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

Historical chart of Northeast Financial Consultants investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Northeast Financial Consultants

Quarter filed Position value Share count Share price at filing
2025-06-30 $276k 712 388.21
2024-12-31 $215k 592 362.76
2024-09-30 $232k 592 391.12
2023-12-31 $205k 692 295.67

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Vanguard Specialized Funds Div App Etf (VIG)
Blackstone Secd Lending Common Stock (BXSL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Div Grwth (DGRO)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Whitehall Fds High Div Yld (VYM)
Golub Capital BDC (GBDC)
Apple (AAPL)
First Tr Exchange-traded Dj Internt Idx (FDN)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Northeast Financial Consultants

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