Advantage Trust »

Caterpillar shares owned by Advantage Trust

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

Historical chart of Advantage Trust investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Advantage Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $341k 930 366.43
2023-12-31 $275k 930 295.67

More positions owned by Advantage Trust

JP Morgan Active Growth ETF Active Growth (JGRO)
Vanguard Mid-Cap ETF Mid Cap Etf (VO)
Vanguard Growth ETF Growth Etf (VUG)
First Trust SMID Cap Rising Dividend Achievers ETF Smid Risng Etf (SDVY)
Vanguard Value ETF Value Etf (VTV)
Vanguard Information Technology ETF Inf Tech Etf (VGT)
Fidelity Enhanced International ETF Enhanced Intl (FENI)
JP Morgan ActiveBuilders Emerging Markets Equity ETF Activebldrs Emer (JEMA)
Vanguard Real Estate ETF Real Estate Etf (VNQ)
IShares MSCI USA Momentum Factor ETF Msci Usa Mmentm (MTUM)
First Trust NASDAQ Cybersecurity ETF Nasdaq Cyb Etf (CIBR)
SPDR S&P Kensho New Economies Composite ETF S&p Kensho New (KOMP)
Vanguard Sector Index Health Care ETF Health Car Etf (VHT)
Defiance 5G Next Generation Connectivity ETF Defiance Next (FIVG)
IShares Biotechnology ETF Ishares Biotech (IBB)

View all positions for Advantage Trust

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
FMR
Susquehanna International
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group
Charles Schwab Investment Management

View all funds holding Caterpillar