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Caterpillar shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $911k 1.9k 477.10
2025-06-30 $523k 1.3k 388.18
2025-03-31 $345k 1.0k 329.91
2024-12-31 $229k 632 362.57

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Microsoft Corporation (MSFT)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Access Treasury 0-1 Year Etf Acces Treasury (GBIL)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Jpmorgan Core Plus Bond Etf Core Plus Bd Etf (JCPB)

View all positions for Waterloo Capital

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
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