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Caterpillar shares owned by Old Peak Finance

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Old Peak Finance from 13F filings

Historical chart of Old Peak Finance investment in Caterpillar

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All positions including Caterpillar held by Old Peak Finance consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Old Peak Finance

Quarter filed Position value Share count Share price at filing
2026-06-30 $293k 275 1064.90

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Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
JPMorgan Chase & Co. (JPM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Old Peak Finance

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