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Caterpillar shares owned by Client 1st Advisory Group

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Client 1st Advisory Group from 13F filings

Historical chart of Client 1st Advisory Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Client 1st Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Client 1st Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $382k 666 572.87
2025-09-30 $267k 559 477.15
2025-06-30 $217k 559 388.21
2024-12-31 $203k 559 362.76
2024-09-30 $219k 559 391.12

More positions owned by Client 1st Advisory Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Series Trust State Street Spd (SPYM)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Esg Awr Msci Usa (ESGU)
NVIDIA Corporation (NVDA)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Client 1st Advisory Group

Top funds holding Caterpillar

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

View all funds holding Caterpillar