Sequent Planning »

Caterpillar shares owned by Sequent Planning

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

Historical chart of Sequent Planning investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Sequent Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $202k 285 709.05

More positions owned by Sequent Planning

Ishares Tr Core Us Aggbd Et (AGG)
Franklin Templeton Etf Tr Us Equity Index (USPX)
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
Select Sector Spdr Tr State Street Tec (XLK)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)
Spdr Gold Tr Gold Shs (GLD)
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC)
Legg Mason Etf Invt Franklin Us Low (LVHD)
Franklin Templeton Etf Tr Us Treasury Bond (FLGV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Amazon (AMZN)

View all positions for Sequent Planning

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Citadel Advisors
Wellington Management Company

View all funds holding Caterpillar