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Caterpillar shares owned by Second Half Financial Partners

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

Historical chart of Second Half Financial Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Second Half Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $368k 771 477.15
2025-06-30 $316k 813 388.21

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Spdr Series Trust Bloomberg 1-3 Mo (BIL)
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Neos Etf Trust Neos S&p 500 Hi (SPYI)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Tidal Trust Iii Vistashares Trgt (OMAH)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 2000 Etf (IWM)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Ishares Tr U.s. Tech Etf (IYW)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)

View all positions for Second Half Financial Partners

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