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Caterpillar shares owned by Orin Green Financial

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

Historical chart of Orin Green Financial investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Orin Green Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $238k 499 477.15

More positions owned by Orin Green Financial

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Calif Mun Bd Etf (CMF)
Qualcomm (QCOM)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Large Cap Etf (VV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Rus Mid Cap Etf (IWR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Orin Green Financial

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