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Caterpillar shares owned by Schaeffer Financial

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

Historical chart of Schaeffer Financial investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Schaeffer Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $217k 456 476.83

More positions owned by Schaeffer Financial

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Costco Wholesale Corporation (COST)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Apple (AAPL)
Home Depot (HD)
JPMorgan Chase & Co. (JPM)

View all positions for Schaeffer Financial

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

View all funds holding Caterpillar