Elevation Advisory Partners »

Caterpillar shares owned by Elevation Advisory Partners

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

Historical chart of Elevation Advisory Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Elevation Advisory Partners 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 Elevation Advisory Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.6M 3.0k 864.40
2026-03-31 $2.0M 3.1k 638.98

More positions owned by Elevation Advisory Partners

NVIDIA Corporation (NVDA)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Amazon (AMZN)
Arm Holdings Sponsored Ads (ARM)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Caterpillar (CAT)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
First Tr Exchange-traded Ft Vest Smid (SDVD)
Tesla Motors (TSLA)
Space Exploration Techn Corp Class A Com Stk (SPCX)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Elevation Advisory Partners

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