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Caterpillar shares owned by Victory Financial Group

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

Historical chart of Victory Financial Group investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Victory Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $654k 1.4k 477.32
2025-06-30 $606k 1.6k 388.27
2025-03-31 $241k 725 332.53

More positions owned by Victory Financial Group

Ishares Tr Rus Tp200 Gr Etf (IWY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Select Sector Spdr Tr Technology (XLK)
First Tr Exchange-traded SHS (FVD)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)

View all positions for Victory Financial Group

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
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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