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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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View all positions for Security National Trust

Top funds holding Caterpillar

Vanguard Group
State Farm Mutual Automobile Insurance Company
Fisher Investments
Bill & Melinda Gates Foundation Trust
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group
Charles Schwab Investment Management
Amundi
Dimensional Fund Advisors
Royal Bank of Canada
Ubs Global Asset Management Americas

View all funds holding Caterpillar