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Caterpillar shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $366k 999 366.43
2023-12-31 $275k 930 295.67
2022-09-30 $101k 615 164.23

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View all positions for Icon Wealth Advisors

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