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Caterpillar shares owned by Usa Financial Formulas

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

Historical chart of Usa Financial Formulas investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Usa Financial Formulas

Quarter filed Position value Share count Share price at filing
2026-06-30 $895k 840 1064.90

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iShares MSCI Emerging Markets ETF Msci Emg Mkt Etf (EEM)
Invesco QQQ Trust ETF Unit Ser 1 (QQQ)
iShares S&P 500 Growth ETF S&p 500 Grwt Etf (IVW)
iShares Core S&P 500 Core S&p500 Etf (IVV)
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iShares iBoxx USD Inv Grade Corp Bond ETF Iboxx Inv Cp Etf (LQD)
iShares U.S. Technology ETF Us Tech Etf (IYW)
iShares iBoxx USD High Yield Corp Bond ETF Iboxx Hi Yd Etf (HYG)
BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Telecomm Us Telecom Etf (IYZ)
BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Energy E Energy Etf (IYE)
AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF Allianzim Us Equ (SIXJ)
AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF Allianzim Us Equ (SIXO)
iShares S&P Small-Cap 600 Value ETF Sp Smcp600vl Etf (IJS)

View all positions for Usa Financial Formulas

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
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
T. Rowe Price Associates
Susquehanna International
Citadel Advisors
Invesco

View all funds holding Caterpillar