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Caterpillar shares owned by Pacific Center for Financial Services

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Pacific Center for Financial Services from 13F filings

Historical chart of Pacific Center for Financial Services investment in Caterpillar

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All positions including Caterpillar held by Pacific Center for Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Pacific Center for Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $329k 690 477.01
2025-06-30 $267k 688 387.93
2025-03-31 $226k 685 329.80
2024-12-31 $248k 683 362.51
2024-09-30 $266k 680 391.25
2024-06-30 $226k 678 332.95
2024-03-31 $248k 675 366.68
2023-12-31 $199k 673 295.64
2023-09-30 $183k 670 272.90
2023-06-30 $164k 667 245.99
2023-03-31 $152k 663 228.99
2022-09-30 $108k 657 164.38
2022-06-30 $117k 654 178.90
2022-03-31 $145k 650 223.08
2021-12-31 $135k 652 207.06
2021-09-30 $125k 649 192.60
2021-06-30 $141k 646 218.27
2021-03-31 $149k 643 231.73
2020-12-31 $117k 641 182.53
2020-09-30 $10k 65 153.85
2020-06-30 $8.0k 65 123.08
2020-03-31 $8.0k 65 123.08
2019-12-31 $10k 65 153.85
2019-09-30 $8.0k 65 123.08
2019-06-30 $9.0k 65 138.46
2019-03-31 $9.0k 65 138.46
2018-12-31 $8.0k 65 123.08
2018-09-30 $10k 65 153.85
2018-06-30 $9.0k 65 138.46
2018-03-31 $10k 65 153.85
2017-12-31 $10k 65 153.85
2017-09-30 $8.0k 65 123.08
2017-06-30 $7.0k 65 107.69
2017-03-31 $6.0k 65 92.31
2016-12-31 $6.0k 65 92.31

More positions owned by Pacific Center for Financial Services

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Us Sml Cap Eqt (SMLF)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard World Mega Grwth Ind (MGK)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)

View all positions for Pacific Center for Financial Services

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
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
Jpmorgan Chase & Co

View all funds holding Caterpillar