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Caterpillar shares owned by Woodward Financial Advisors

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

Historical chart of Woodward Financial Advisors investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Woodward Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $296k 444 667.43
2025-12-31 $254k 444 572.87
2025-09-30 $212k 444 477.15

More positions owned by Woodward Financial Advisors

Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Woodward Financial Advisors

Top funds holding Caterpillar

BlackRock
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
Bank of America Corporation
Citadel Advisors
Susquehanna International
Goldman Sachs Group

View all funds holding Caterpillar