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Caterpillar shares owned by Southern Financial Group

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

Historical chart of Southern Financial Group investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Southern Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $588k 830 708.48
2025-12-31 $511k 893 572.62

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View all positions for Southern Financial Group

Top funds holding Caterpillar

Vanguard Group
BlackRock
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Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Citadel Advisors
Wellington Management Company

View all funds holding Caterpillar