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Caterpillar shares owned by Strive Financial Group

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

Historical chart of Strive Financial Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Strive Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $83k 78 1064.90
2026-03-31 $55k 78 705.13
2025-12-31 $45k 78 572.87

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Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Ishares Core Msci Eafe Etf Uit Exchange Traded (IEFA)
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Zacks Focus Growth Etf Uit Exchange Traded (GROZ)
Alphabet Inc Class C Common Stock (GOOG)
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Nvidia Corp Common Stock (NVDA)
Alphabet Inc Class A Common Stock (GOOGL)
Eli Lilly And Common Stock (LLY)
Apple Common Stock (AAPL)
Amazon.com Common Stock (AMZN)
Meta Platforms Inc Class A Common Stock (META)
Ishares Core U.s. Aggregate Bond Etf Uit Exchange Traded (AGG)
Ishares Russell 1000 Growth Etf Uit Exchange Traded (IWF)

View all positions for Strive Financial Group

Top funds holding Caterpillar

California State Teachers Retirement System
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

View all funds holding Caterpillar