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Caterpillar shares owned by Conservest Capital Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Conservest Capital Advisors from 13F filings

Historical chart of Conservest Capital Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Conservest Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Conservest Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $257k 362 708.44

More positions owned by Conservest Capital Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
Select Sector Spdr Tr State Street Tec (XLK)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Select Sector Spdr Tr State Street Hea (XLV)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Rus 1000 Etf (IWB)
Select Sector Spdr Tr State Street Con (XLP)
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Conservest Capital Advisors

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