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Caterpillar shares owned by Sherman Porfolios

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

Historical chart of Sherman Porfolios investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Sherman Porfolios

Quarter filed Position value Share count Share price at filing
2025-12-31 $43M 74k 572.87

More positions owned by Sherman Porfolios

Microsoft Corporation (MSFT)
S&p Global (SPGI)
Goldman Sachs (GS)
Marriott Intl Cl A (MAR)
Caterpillar (CAT)
Avery Dennison Corporation (AVY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Gold Tr Gold Shs (GLD)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ecolab (ECL)
Walt Disney Company (DIS)
Proshares Tr Pshs Ult S&p 500 (SSO)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Sherman Porfolios

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding Caterpillar