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Caterpillar shares owned by Asset Advisory Group

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Asset Advisory Group from 13F filings

Historical chart of Asset Advisory Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Asset Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Asset Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.5M 2.1k 708.32

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View all positions for Asset Advisory Group

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
Bill & Melinda Gates Foundation Trust
Northern Trust
FMR
Capital World Investors
Wellington Management Company
Susquehanna International
Ubs Global Asset Management Americas

View all funds holding Caterpillar