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Caterpillar shares owned by Stage Harbor Financial

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

Historical chart of Stage Harbor Financial investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Stage Harbor Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $203k 191 1064.90

More positions owned by Stage Harbor Financial

Dimensional Etf Trust Us Larg Valu Etf (DFLV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr National Mun Etf (MUB)
Neuberger Berman Etf Trust Smal Mid Cap Etf (NBSM)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr Rus 1000 Grw Etf (IWF)
Morgan Stanley Etf Trust Eato Vanc Bd Etf (EVTR)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Dimensional Us (DXUV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Value Etf (VTV)

View all positions for Stage Harbor Financial

Top funds holding Caterpillar

BlackRock
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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