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Caterpillar shares owned by Strategic Financial Group

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

Historical chart of Strategic Financial Group investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Strategic Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $269k 380 708.46

More positions owned by Strategic Financial Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Select Sector Spdr Tr State Street Uti (XLU)
Spdr Series Trust State Street Spd (SPHY)
Select Sector Spdr Tr State Street Ene (XLE)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
DTE Energy Company (DTE)
Dt Midstream Common Stock (DTM)
Apple (AAPL)

View all positions for Strategic Financial Group

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
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