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Caterpillar shares owned by Mayfair Advisory Group

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Mayfair Advisory Group from 13F filings

Historical chart of Mayfair Advisory Group investment in Caterpillar

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All positions including Caterpillar held by Mayfair Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Mayfair Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $350k 955 366.36
2023-12-31 $274k 934 292.78

More positions owned by Mayfair Advisory Group

Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Exxon Mobil Corporation (XOM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Microsoft Corporation (MSFT)

View all positions for Mayfair Advisory Group

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