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Caterpillar shares owned by Park Square Financial Group

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Park Square Financial Group from 13F filings

Historical chart of Park Square Financial Group investment in Caterpillar

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All positions including Caterpillar held by Park Square Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Park Square Financial Group

Quarter filed Position value Share count Share price at filing
2025-06-30 $202k 520 388.21
2025-03-31 $173k 523 329.80
2024-12-31 $275k 758 362.76

More positions owned by Park Square Financial Group

Ishs Ibox $ H/y Corp Etf Etf - Fixed Income (HYG)
Invesco S&p 500 Equal Weight Etf - Equity (RSP)
Ft Enh Short Mty Etf Etf - Fixed Income (FTSM)
Spdr S&p 500 Etf Etf - Equity (SPY)
First Trust Morningstar Div Ldrs Etf Etf - Equity (FDL)
Ft Rising Div Achiev Etf Etf - Equity (RDVY)
First Trust Smith Uncon Bond Etf Etf - Fixed Income (UCON)
Ft Low Dur Opptys Etf Etf - Fixed Income (LMBS)
First Trust Lmt Dr Inv Grd Cr Etf Etf - Fixed Income (FSIG)
Inv Qqq Etf Etf - Equity
Spdr Blm Barclays High Yld Bond Etf - Fixed Income (JNK)
First Trust Long Dur Oppo Etf Etf - Fixed Income (LGOV)
Frkln Intl Lw Vlty Hg Div Indx Etf Etf - Equity (LVHI)
Spdr Gold Trust Gold Etf Etf - Equity (GLD)
Ft Glb Tactcl Cmdty Etf Etf - Equity (FTGC)

View all positions for Park Square Financial Group

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