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Caterpillar shares owned by Okabena Investment Services

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Okabena Investment Services from 13F filings

Historical chart of Okabena Investment Services investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Okabena Investment Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Okabena Investment Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $525k 1.1k 477.15
2025-06-30 $425k 1.1k 388.21
2025-03-31 $336k 1.0k 329.80

More positions owned by Okabena Investment Services

Vanguard Total International Stock Etf Vg Tl Intl Stk F (VXUS)
Vanguard S&P 500 Etf S&p 500 Etf Shs (VOO)
Ishares Core S&P 500 Etf Core S&p500 Etf (IVV)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Ishares Msci Emerging Markets Etf Msci Emg Mkt Etf (EEM)
Target Corporation (TGT)
Spdr S&P 500 Etf Trust Tr Unit (SPY)
Dimensional Intern Core Eqt Mkt ETF Intl Core Eqt Mk (DFAI)
Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO)
Ishares Gold Trust Ishares New (IAU)
Vanguard Total World Stock Etf Tt Wrld St Etf (VT)
Apple (AAPL)
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)
Ishares National Muni Bond Etf National Mun Etf (MUB)

View all positions for Okabena Investment Services

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