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Caterpillar shares owned by Private Client Services

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Private Client Services from 13F filings

Historical chart of Private Client Services investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Private Client Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Private Client Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $273k 477 572.32

More positions owned by Private Client Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 100 Etf (OEF)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ssga Active Etf Tr State Street Mul (RLY)
Ishares Tr Ibonds 2026 Term (IBHF)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
Ishares Tr 1 3 Yr Treas Bd (SHY)

View all positions for Private Client 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