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Caterpillar shares owned by Cerro Pacific Wealth Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Cerro Pacific Wealth Advisors from 13F filings

Historical chart of Cerro Pacific Wealth Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Cerro Pacific Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Cerro Pacific Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $252k 755 333.10
2024-06-30 $252k 755 333.10
2023-03-31 $212k 925 228.84
2022-12-31 $212k 885 239.56

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Ishares Tr 1 3 Yr Treas Bd (SHY)
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Select Sector Spdr Tr Technology (XLK)

View all positions for Cerro Pacific Wealth Advisors

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Bank of America Corporation
Goldman Sachs Group
Citadel Advisors
Bank of New York Mellon
Susquehanna International
Charles Schwab Investment Management
Invesco

View all funds holding Caterpillar