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Caterpillar shares owned by RM Financial Services

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

Historical chart of RM Financial Services investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by RM Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6M 2.2k 708.46

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Vanguard Index Fds Total Stk Mkt (VTI)
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Applied Materials (AMAT)

View all positions for RM Financial Services

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Citadel Advisors
Wellington Management Company

View all funds holding Caterpillar