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Caterpillar shares owned by Penney Financial

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

Historical chart of Penney Financial investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Penney Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $215k 202 1062.91

More positions owned by Penney Financial

Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Ishares Tr 0-3 Mth Treasury (SGOV)
Ishares Tr Core Msci Eafe (IEFA)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

View all positions for Penney Financial

Top funds holding Caterpillar

BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
T. Rowe Price Associates
Bank of America Corporation

View all funds holding Caterpillar