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Caterpillar shares owned by Seros Financial

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

Historical chart of Seros Financial investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Seros Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $214k 201 1064.90

More positions owned by Seros Financial

Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Dbx Etf Tr Xtrackers Shrt (SHYL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Orion Marine (ORN)

View all positions for Seros Financial

Top funds holding Caterpillar

BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
T. Rowe Price Associates
Bank of America Corporation

View all funds holding Caterpillar