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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
2025-09-30 $339k 710 476.99
2025-06-30 $257k 661 388.48
2025-03-31 $227k 689 329.86
2024-12-31 $258k 712 362.73
2024-09-30 $278k 712 390.87

More positions owned by Enclave Advisors

Ishares Tr Rus 1000 Etf (IWB)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Series Trust Aerospace Def (XAR)
Vanguard World Inf Tech Etf (VGT)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Vanguard Index Fds Growth Etf (VUG)
Alps Etf Tr Alerian Mlp (AMLP)
Microsoft Corporation (MSFT)
Wal-Mart Stores (WMT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

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
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar