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Caterpillar shares owned by Diversify Advisory Services

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

Historical chart of Diversify Advisory Services investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Diversify Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 3.0k 388.43
2024-06-30 $959k 2.9k 326.11
2024-03-31 $926k 2.5k 363.74

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View all positions for Diversify Advisory Services

Top funds holding Caterpillar

BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
Susquehanna International
Bank of New York Mellon
Charles Schwab Investment Management
Dimensional Fund Advisors
Invesco
Jpmorgan Chase & Co
Citigroup

View all funds holding Caterpillar