Allegiant Private Advisors »

Caterpillar shares owned by Allegiant Private Advisors

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

Historical chart of Allegiant Private Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Allegiant Private Advisors

Quarter filed Position value Share count Share price at filing
2021-06-30 $268k 1.2k 217.71

More positions owned by Allegiant Private Advisors

Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Mcp Etf (IJH)
Global X Fds Us Pfd Etf (PFFD)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Pfd And Incm Sec (PFF)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Allegiant Private Advisors

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Northern Trust
Bank of America Corporation
Goldman Sachs Group
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar