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Caterpillar shares owned by AGH Wealth Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by AGH Wealth Advisors from 13F filings

Historical chart of AGH Wealth Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by AGH Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by AGH Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $261k 368 708.45

More positions owned by AGH Wealth Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Spdr Gold Tr Gold Shs (GLD)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPYG)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T Large Cap Value (PWV)
Broadcom (AVGO)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPSM)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for AGH Wealth Advisors

Top funds holding Caterpillar

Vanguard Group
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
FMR
Citadel Advisors
Wellington Management Company

View all funds holding Caterpillar