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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

Tip: Access up to 7 years of quarterly data

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
2026-03-31 $350k 494 708.56
2025-06-30 $5.8M 15k 388.21
2025-03-31 $4.9M 15k 329.79
2024-12-31 $5.4M 15k 362.77
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 Index Fds Sp 500 Etf Shs (VOO)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard World Consum Stp Etf (VDC)
Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard World Inf Tech Etf (VGT)
NVIDIA Corporation (NVDA)
Wal-Mart Stores (WMT)

View all positions for Blackston Financial 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
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Citadel Advisors
Wellington Management Company

View all funds holding Caterpillar