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Caterpillar shares owned by Sound Stewardship

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

Historical chart of Sound Stewardship investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Sound Stewardship

Quarter filed Position value Share count Share price at filing
2026-06-30 $233k 218 1066.89

More positions owned by Sound Stewardship

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Fundamental Us B (FNDB)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Fundamental Us S (FNDA)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Fundamental Intl (FNDF)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Sound Stewardship

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