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Caterpillar shares owned by truNorth Financial Services

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

Historical chart of truNorth Financial Services investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by truNorth Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $478k 675 708.66

More positions owned by truNorth Financial Services

Ishares Tr Etf (DGRO)
Schwab Strategic Tr Etf (SCHD)
Vanguard Whitehall Fds Etf (VYM)
Wisdomtree Tr Etf (DLN)
Spdr Gold Tr Etf (GLD)
Vanguard Scottsdale Fds Etf (VCSH)
Ishares Silver Tr Etf (SLV)
Spdr Series Trust Etf (SDY)
Vanguard Specialized Funds Etf (VIG)
State Str Spdr S&p 500 Etf T Etf (SPY)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T Etf (PKW)
Apple (AAPL)
State Str Spdr Dow Jones Ind Etf (DIA)
Orrstown Financial Services (ORRF)

View all positions for truNorth Financial Services

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Citadel Advisors
Wellington Management Company

View all funds holding Caterpillar