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Caterpillar shares owned by Security National Trust

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Security National Trust from 13F filings

Historical chart of Security National Trust investment in Caterpillar

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All positions including Caterpillar held by Security National Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Security National Trust

Quarter filed Position value Share count Share price at filing
2021-09-30 $3.6M 17k 217.70
2021-06-30 $3.6M 17k 217.65
2021-03-31 $4.0M 17k 231.90
2020-12-31 $3.3M 18k 182.00
2020-09-30 $2.7M 18k 149.15
2020-06-30 $2.3M 18k 126.48
2020-03-31 $2.0M 18k 115.99
2019-12-31 $2.6M 18k 147.65
2019-09-30 $2.2M 17k 126.30
2019-06-30 $2.4M 18k 136.31
2019-03-31 $2.4M 17k 135.38
2018-12-31 $2.1M 17k 127.07
2018-09-30 $2.6M 17k 152.56
2018-06-30 $2.2M 16k 135.81
2018-03-31 $2.3M 16k 147.29
2017-12-31 $2.5M 16k 157.52
2017-09-30 $1.9M 15k 124.59
2017-06-30 $1.6M 15k 107.52
2017-03-31 $1.4M 15k 92.74
2016-12-31 $1.4M 15k 92.73
2016-09-30 $1.4M 16k 88.70
2016-06-30 $1.2M 16k 75.88
2016-03-31 $1.2M 15k 76.47
2015-12-31 $1.0M 15k 67.95
2015-09-30 $990k 15k 65.30
2015-06-30 $1.3M 15k 84.82
2015-03-31 $1.3M 15k 91.49
2014-12-31 $1.3M 15k 91.49
2014-09-30 $1.3M 13k 99.03
2014-06-30 $1.9M 17k 108.67
2014-03-31 $1.8M 18k 99.38
2013-12-31 $1.7M 19k 90.79
2013-09-30 $1.7M 21k 83.42
2013-06-30 $1.6M 20k 82.47
2012-12-31 $1.8M 20k 89.59
2011-12-31 $1.8M 20k 90.63

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Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Ubs Global Asset Management Americas
Legal & General Group
Susquehanna International
Goldman Sachs Group

View all funds holding Caterpillar