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Caterpillar shares owned by Strategic Financial Partners

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

Historical chart of Strategic Financial Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Strategic Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $226k 473 477.95

More positions owned by Strategic Financial Partners

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Indl (XLI)
Select Sector Spdr Tr Financial (XLF)
Vanguard Index Fds Value Etf (VTV)

View all positions for Strategic Financial Partners

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar