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Caterpillar shares owned by Enclave Advisors

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

Historical chart of Enclave Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Enclave Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $278k 712 390.87

More positions owned by Enclave Advisors

Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Mid Cap Etf (VO)
Select Sector Spdr Tr Energy (XLE)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Exxon Mobil Corporation (XOM)
Alps Etf Tr Alerian Mlp (AMLP)
Apple (AAPL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Aerospace Def (XAR)

View all positions for Enclave Advisors

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Bank of America Corporation
Goldman Sachs Group
Citadel Advisors
Bank of New York Mellon
Susquehanna International
Charles Schwab Investment Management
Invesco

View all funds holding Caterpillar