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Caterpillar shares owned by Sfam

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

Historical chart of Sfam investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Sfam

Quarter filed Position value Share count Share price at filing
2026-03-31 $138k 195 708.46

More positions owned by Sfam

Vanguard Large Cap Large Cap Etf (VV)
iShares Core US Bond Core Us Aggbd Et (AGG)
iShares Russell 2500 Rusel 2500 Etf (SMMD)
iShares Dividend Growth Core Div Grwth (DGRO)
SPDR S&P 500 Growth Fund State Street Spd (SPYG)
Vanguard Short Term Bond Short Trm Bond (BSV)
Vanguard Growth Growth Etf (VUG)
Vanguard Value Value Etf (VTV)
Vaneck Vectors Fallen Fallen Angel Hg (ANGL)
iShares Short Term Muni Shrt Nat Mun Etf (SUB)
Ishares Cohen & Steers Realty Majors Select Us Reit (ICF)
Apple (AAPL)
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)
Eli Lilly & Co. (LLY)
State Street S&P 500 ETF Tr Unit (SPY)

View all positions for Sfam

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
Bill & Melinda Gates Foundation Trust
Northern Trust
FMR
Wellington Management Company
Invesco
Susquehanna International
Capital World Investors

View all funds holding Caterpillar