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Caterpillar shares owned by Asset Allocation Strategies

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

Historical chart of Asset Allocation Strategies investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Asset Allocation Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $210k 367 572.70

More positions owned by Asset Allocation Strategies

Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Invesco Qqq Tr Unit Ser 1
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Global 100 Etf (IOO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr Series Trust State Street Spd (SPYG)

View all positions for Asset Allocation Strategies

Top funds holding Caterpillar

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

View all funds holding Caterpillar