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Caterpillar shares owned by Advisory Solutions Group

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

Historical chart of Advisory Solutions Group investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Advisory Solutions Group

Quarter filed Position value Share count Share price at filing
2026-09-30 $601k 741 811.16

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State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Vanguard Index Fds Real Estate Etf (VNQ)
Apple (AAPL)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Columbia Seligm Prem Tech Gr (STK)
J P Morgan Exchange Traded F Active Growth (JGRO)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Eli Lilly & Co. (LLY)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Dynamic Eqty Act (BDYN)

View all positions for Advisory Solutions Group

Top funds holding Caterpillar

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

View all funds holding Caterpillar