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Caterpillar shares owned by AdviceOne Advisory Services

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

Historical chart of AdviceOne Advisory Services investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by AdviceOne Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $276k 260 1063.25

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View all positions for AdviceOne Advisory Services

Top funds holding Caterpillar

BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
Susquehanna International
Citadel Advisors
Invesco
FMR

View all funds holding Caterpillar