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Caterpillar shares owned by Trademark Financial Management

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

Historical chart of Trademark Financial Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Trademark Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $233k 219 1064.90

More positions owned by Trademark Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Putnam Etf Trust Focused Lar Cap (PVAL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Dimensional Etf Trust Internatnal Val (DFIV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Spdr Series Trust St Str P500etf (SPYM)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)
Ea Series Trust Freedom 100 Em (FRDM)
Vanguard Index Fds Total Stk Mkt (VTI)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Mega Cap Val Etf (MGV)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)

View all positions for Trademark Financial Management

Top funds holding Caterpillar

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
Bank of America Corporation

View all funds holding Caterpillar