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Caterpillar shares owned by Saxony Capital Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Saxony Capital Management from 13F filings

Historical chart of Saxony Capital Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Saxony Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Saxony Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $342k 483 708.17
2025-12-31 $224k 392 572.42

More positions owned by Saxony Capital Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ii Ishares Securiti (SECU)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Core Univrsl Usd (IUSB)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Apple (AAPL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

View all positions for Saxony Capital Management

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