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Caterpillar shares owned by Sierra Ocean

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

Historical chart of Sierra Ocean investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Sierra Ocean

Quarter filed Position value Share count Share price at filing
2025-12-31 $204k 357 572.34
2025-06-30 $135k 347 388.96
2025-03-31 $108k 326 330.48
2024-12-31 $117k 323 363.51

More positions owned by Sierra Ocean

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Global X Fds Adaptive Us (AUSF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr Jpmorgan Usd Emg (EMB)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Sierra Ocean

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