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Caterpillar shares owned by Centerpoint Advisory Group

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

Historical chart of Centerpoint Advisory Group investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Centerpoint Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $439k 920 477.15
2025-06-30 $377k 970 388.21
2025-03-31 $336k 1.0k 329.80
2024-12-31 $370k 1.0k 362.76

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View all positions for Centerpoint Advisory Group

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