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Caterpillar shares owned by Blackston Financial Advisory Group

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

Historical chart of Blackston Financial Advisory Group investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Blackston Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.9M 15k 391.14
2024-06-30 $5.0M 15k 333.11
2024-03-31 $193k 526 366.62

More positions owned by Blackston Financial Advisory Group

Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Sp 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard World Consum Stp Etf (VDC)
Vanguard World Mega Cap Index (MGC)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Caterpillar (CAT)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Vanguard World Inf Tech Etf (VGT)

View all positions for Blackston Financial Advisory Group

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