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Caterpillar shares owned by Optima Capital

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

Historical chart of Optima Capital investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Optima Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $313k 656 477.15
2025-06-30 $253k 651 388.21
2025-03-31 $211k 639 329.80
2024-12-31 $234k 644 362.76

More positions owned by Optima Capital

Doubleline Etf Trust Opportunistic Co (DBND)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Wisdomtree Tr Wisdomtree Us Va (WTV)
Ishares Tr Core Msci Eafe (IEFA)
Cambria Etf Tr Global Value Etf (GVAL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Optima Capital

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