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Caterpillar shares owned by Safe Harbor Fiduciary

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Safe Harbor Fiduciary from 13F filings

Historical chart of Safe Harbor Fiduciary investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Safe Harbor Fiduciary consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Safe Harbor Fiduciary

Quarter filed Position value Share count Share price at filing
2025-06-30 $290k 747 388.21

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Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Morgan Stanley
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

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