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Caterpillar shares owned by Targeted Financial Services

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

Historical chart of Targeted Financial Services investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Targeted Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $304k 530 572.87

More positions owned by Targeted Financial Services

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core Div Grwth (DGRO)
Spdr Series Trust State Street Spd (SPTL)
Fidelity Covington Trust Msci Utils Index (FUTY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Wal-Mart Stores (WMT)
Eli Lilly & Co. (LLY)
Ishares Tr Core High Dv Etf (HDV)
Select Sector Spdr Tr State Street Con (XLP)
Exxon Mobil Corporation (XOM)
Select Sector Spdr Tr State Street Ene (XLE)
Abbvie (ABBV)

View all positions for Targeted Financial Services

Top funds holding Caterpillar

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

View all funds holding Caterpillar