Caterpillar shares owned by Security Financial Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Security Financial Services
from 13F filings
Historical chart of Security Financial Services investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Security Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Security Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 3.6k | 477.18 |
| 2025-06-30 | $1.4M | 3.5k | 388.21 |
| 2025-03-31 | $1.1M | 3.4k | 329.77 |
| 2024-12-31 | $1.2M | 3.4k | 362.80 |
| 2024-09-30 | $1.3M | 3.3k | 391.13 |
| 2024-06-30 | $1.1M | 3.3k | 333.07 |
| 2024-03-31 | $1.2M | 3.3k | 366.47 |
| 2023-12-31 | $979k | 3.3k | 295.68 |
| 2023-09-30 | $904k | 3.3k | 272.97 |
| 2023-06-30 | $814k | 3.3k | 246.07 |
| 2023-03-31 | $739k | 3.2k | 228.82 |
| 2022-12-31 | $773k | 3.2k | 239.59 |
| 2022-09-30 | $530k | 3.2k | 164.19 |
| 2022-06-30 | $577k | 3.2k | 178.80 |
| 2022-03-31 | $719k | 3.2k | 222.81 |
| 2021-12-31 | $701k | 3.4k | 206.60 |
More positions owned by Security Financial Services
View all positions for Security Financial Services