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Caterpillar shares owned by Whelan Financial

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

Historical chart of Whelan Financial investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Whelan Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $211k 298 708.46

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View all positions for Whelan Financial

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