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Caterpillar shares owned by Benningfield Financial Advisors

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

Historical chart of Benningfield Financial Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Benningfield Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $239k 500 477.15

More positions owned by Benningfield Financial Advisors

Dimensional Etf Trust Us Mktwide Value (DFUV)
Palantir Technologies Cl A (PLTR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Ea Bridgeway Omn (BSVO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for Benningfield Financial Advisors

Top funds holding Caterpillar

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

View all funds holding Caterpillar