Cornerstone Wealth Advisors »

Caterpillar shares owned by Cornerstone Wealth Advisors

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

Historical chart of Cornerstone Wealth Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Cornerstone Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $209k 196 1064.90

More positions owned by Cornerstone Wealth Advisors

Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Cornerstone Wealth Advisors

Top funds holding Caterpillar

BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
T. Rowe Price Associates
Bank of America Corporation

View all funds holding Caterpillar