Emerald Advisors »

Caterpillar shares owned by Emerald Advisors

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

Historical chart of Emerald Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Emerald 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 Emerald Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $300k 424 708.58
2025-12-31 $238k 416 572.97

More positions owned by Emerald Advisors

Costco Wholesale Corporation (COST)
Vanguard Index Fds Value Etf (VTV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Covington Trust Enhanced Intl (FENI)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Global Reit Etf (REET)

View all positions for Emerald 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
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
Susquehanna International
Citadel Advisors
Invesco
FMR

View all funds holding Caterpillar