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Caterpillar shares owned by PAX Financial Group

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

Historical chart of PAX Financial Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by PAX Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $301k 821 366.61
2023-12-31 $282k 875 322.02
2023-09-30 $236k 863 272.89
2023-06-30 $224k 911 246.12
2023-03-31 $213k 930 228.79
2022-12-31 $220k 919 239.67

More positions owned by PAX Financial Group

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Pimco Etf Tr Active Bd Etf (BOND)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Mbs Etf (MBB)

View all positions for PAX Financial Group

Top funds holding Caterpillar

Vanguard Group
State Farm Mutual Automobile Insurance Company
Fisher Investments
Bill & Melinda Gates Foundation Trust
Norges Bank Investment Management
Susquehanna International
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group
Charles Schwab Investment Management
Amundi
Dimensional Fund Advisors
Royal Bank of Canada

View all funds holding Caterpillar