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Caterpillar shares owned by Advisory Advocates

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

Historical chart of Advisory Advocates investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Advisory Advocates

Quarter filed Position value Share count Share price at filing
2026-06-30 $356k 334 1064.90

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Microsoft Corporation (MSFT)

View all positions for Advisory Advocates

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
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
T. Rowe Price Associates
Bank of America Corporation

View all funds holding Caterpillar