SEC 13F Intelligence

Financial Partners Group, LLC / CAT

Financial Partners Group, LLC’s Caterpillar Inc Position

Does Financial Partners Group, LLC own Caterpillar Inc (CAT)? Yes — 23.0K shares worth $9M (+3.23% of its 13F portfolio) as of Q2 2025, down from 23.1K shares the prior filed quarter.

Position Value
$9M
Q2 2025
Shares
23.0K
% of Portfolio
+3.23%
Quarters Held
11
currently held

Position History CAT

Reported value by quarter
Q4 ’22: $6MQ4 ’22Q1 ’23: $6MQ2 ’23: $7MQ2 ’23Q3 ’23: $7MQ4 ’23: $8MQ4 ’23Q1 ’24: $10MQ2 ’24: $9MQ2 ’24Q3 ’24: $10MQ4 ’24: $9MQ4 ’24Q1 ’25: $8MQ2 ’25: $9MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202523.0K$9M+3.23%
Q1 202523.1K$8M+3.30%
Q4 202424.1K$9M+3.64%
Q3 202426.5K$10M+3.88%
Q2 202426.3K$9M+3.40%
Q1 202426.8K$10M+3.79%
Q4 202327.3K$8M+3.65%
Q3 202325.0K$7M+3.27%
Q2 202327.0K$7M+3.35%
Q1 202326.2K$6M+3.14%
Q4 202226.3K$6M+3.72%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Financial Partners Group, LLC’s full portfolio or all institutional holders of CAT.