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Caterpillar shares owned by Barnes Pettey Financial Advisors

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

Historical chart of Barnes Pettey Financial Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Barnes Pettey Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $254k 650 391.12
2024-06-30 $217k 650 333.10
2024-03-31 $238k 650 366.43

More positions owned by Barnes Pettey Financial Advisors

Capital Group Growth Etf Shs Creation Uni (CGGR)
First Trust Exchange-traded Risng Divd Achiv (RDVY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
First Tr Value Line Divid In SHS (FVD)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Dimensional Etf Trust Internatnal Val (DFIV)
Wal-Mart Stores (WMT)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Raymond James Financial (RJF)
Alps Etf Tr Oshares Us Smlcp (OUSM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Legg Mason Etf Invt Clearbrideg Lr (LRGE)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Barnes Pettey Financial 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