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Caterpillar shares owned by Antonelli Financial Advisors

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

Historical chart of Antonelli Financial Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Antonelli Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $503k 1.1k 477.25
2025-06-30 $409k 1.1k 388.29
2025-03-31 $347k 1.1k 329.87

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Ishares Tr Msci Eafe Etf (EFA)
First Tr Exchange-traded Dj Internt Idx (FDN)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Antonelli Financial Advisors

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar