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Caterpillar shares owned by Warburton Capital Management

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

Historical chart of Warburton Capital Management investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Warburton Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $253k 322 785.71

More positions owned by Warburton Capital Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust World Equity Etf (DFAW)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Apple (AAPL)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Microsoft Corporation (MSFT)

View all positions for Warburton Capital Management

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