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Caterpillar shares owned by Arbor Investment Advisors

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

Historical chart of Arbor Investment Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Arbor Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $252k 645 391.12
2024-06-30 $215k 645 333.10
2024-03-31 $236k 645 366.43

More positions owned by Arbor Investment Advisors

iShares Russell 1000 ETF Etf (IWB)
Invesco FTSE RAFI US 1000 ETF Etf (PRF)
iShares Treasury Floating Rate Bond ETF Etf (TFLO)
Vanguard FTSE Developed Markets ETF Etf (VEA)
Vanguard Short-Term Bond ETF Etf (BSV)
Invesco FTSE RAFI US 1500 Small-Mid ETF Etf (PRFZ)
iShares TIPS Bond ETF Etf (TIP)
iShares MSCI EAFE ETF Etf (EFA)
iShares Core U.S. Aggregate Bond ETF Etf (AGG)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
JPMorgan Ultra-Short Income ETF Etf (JPST)
Vanguard Russell 1000 ETF Etf (VONE)
Apple Stock (AAPL)
Vanguard Total Bond Market ETF Etf (BND)
iShares Russell 2000 ETF Etf (IWM)

View all positions for Arbor Investment 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