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Caterpillar shares owned by Englebert Financial Advisers

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Englebert Financial Advisers from 13F filings

Historical chart of Englebert Financial Advisers investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Englebert Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Englebert Financial Advisers

Quarter filed Position value Share count Share price at filing
2026-06-30 $259k 243 1064.90

More positions owned by Englebert Financial Advisers

Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Janus Detroit Str Tr Hend Secu In Etf (JSI)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Broadcom (AVGO)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Vanguard Index Fds Value Etf (VTV)
Draftkings Com Cl A (DKNG)
Apple (AAPL)
Vanguard World Extended Dur (EDV)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)

View all positions for Englebert Financial Advisers

Top funds holding Caterpillar

California State Teachers Retirement System
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

View all funds holding Caterpillar