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Caterpillar shares owned by Advisor OS

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

Historical chart of Advisor OS investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Advisor OS

Quarter filed Position value Share count Share price at filing
2023-12-31 $640k 2.2k 295.67
2023-09-30 $361k 1.3k 272.84
2023-06-30 $281k 1.1k 246.05
2023-03-31 $226k 986 228.83
2021-09-30 $242k 1.2k 200.00
2021-06-30 $276k 1.2k 228.57
2021-03-31 $284k 1.2k 235.29

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Northrop Grumman Corporation (NOC)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vaneck Etf Trust Ig Floating Rate (FLTR)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Advisor OS

Top funds holding Caterpillar

Vanguard Group
State Farm Mutual Automobile Insurance Company
Fisher Investments
Bill & Melinda Gates Foundation Trust
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group
Charles Schwab Investment Management
Amundi
Dimensional Fund Advisors
Royal Bank of Canada
Ubs Global Asset Management Americas

View all funds holding Caterpillar