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Caterpillar shares owned by Shulman DeMeo Asset Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Shulman DeMeo Asset Management from 13F filings

Historical chart of Shulman DeMeo Asset Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Shulman DeMeo Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Shulman DeMeo Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $212k 369 573.45
2025-09-30 $206k 431 477.64

More positions owned by Shulman DeMeo Asset Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust State Street Spd (SDY)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr Core High Dv Etf (HDV)
Ishares Tr Pfd And Incm Sec (PFF)
Spdr Series Trust State Street Spd (PSK)
Meta Platforms Cl A (META)
Ishares Tr Us Industrials (IYJ)
International Business Machines (IBM)

View all positions for Shulman DeMeo Asset Management

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