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Caterpillar shares owned by Successful Portfolios

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Successful Portfolios from 13F filings

Historical chart of Successful Portfolios investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Successful Portfolios consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Successful Portfolios

Quarter filed Position value Share count Share price at filing
2025-09-30 $202k 424 477.15
2024-09-30 $215k 549 391.12
2024-03-31 $258k 703 366.65
2023-12-31 $208k 703 295.85

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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