S&A Financial Services »

Caterpillar shares owned by S&A Financial Services

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

Historical chart of S&A Financial Services investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by S&A Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $213k 300 708.46

More positions owned by S&A Financial Services

Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Spdr Series Trust State Street Spd (SPHY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Inf Tech Etf (VGT)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ssga Active Etf Tr State Street Bla (SRLN)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr U.s. Tech Etf (IYW)
Apple (AAPL)
Bondbloxx Etf Trust Bloomberg One Yr (XONE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ishares Tr Us Consum Discre (IYC)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS)

View all positions for S&A 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