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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
2024-03-31 $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)
Vanguard FTSE Developed Markets ETF Etf (VEA)
iShares Treasury Floating Rate Bond ETF Etf (TFLO)
Vanguard Short-Term Bond ETF Etf (BSV)
Invesco FTSE RAFI US 1500 Small-Mid ETF Etf (PRFZ)
iShares MSCI EAFE ETF Etf (EFA)
iShares TIPS Bond ETF Etf (TIP)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
iShares Core U.S. Aggregate Bond ETF Etf (AGG)
JPMorgan Ultra-Short Income ETF Etf (JPST)
Vanguard Russell 1000 ETF Etf (VONE)
iShares Russell 2000 ETF Etf (IWM)
iShares Core MSCI EAFE ETF Etf (IEFA)
Apple Stock (AAPL)

View all positions for Arbor Investment Advisors

Top funds holding Caterpillar

Vanguard Group
State Farm Mutual Automobile Insurance Company
Fisher Investments
Bill & Melinda Gates Foundation Trust
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group
Charles Schwab Investment Management
Amundi
Dimensional Fund Advisors
Royal Bank of Canada
Ubs Global Asset Management Americas

View all funds holding Caterpillar