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Caterpillar shares owned by Fairfield Financial Advisors

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

Historical chart of Fairfield Financial Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Fairfield Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.8M 5.5k 333.07

More positions owned by Fairfield Financial Advisors

Auto Data Processing Common Stock (ADP)
Invsc Qqq Trust Srs 1 Etf Iv Uit Exchange Traded (QQQ)
Technology Select Sectorspdr Etf Uit Exchange Traded (XLK)
Jensen Quality Growth I Equity Funds (JENIX)
Parnassus Core Equity Investor Ntf Equity Funds (PRBLX)
T. Rowe Price Capital Appreciation I Ntf Equity Funds (TRAIX)
Vanguard Dividend Growth Fund Inv Equity Funds (VDIGX)
Eli Lilly And Common Stock (LLY)
Apple Common Stock (AAPL)
Alphabet Inc. Class A Common Stock (GOOGL)
Amazon.com Common Stock (AMZN)
Microsoft Corp Common Stock (MSFT)
Berkshire Hathaway Class B Common Stock (BRK.B)
Novo-nordisk As Vormal Fsponsored Adr 1 Adr Reps 1 Ord American Depository (NVO)
Schwab Value Advantage Money Investor Sh Schwab Non-sweep Mmf (SWVXX)

View all positions for Fairfield Financial Advisors

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
Capital World Investors
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Northern Trust
FMR
Bank of America Corporation
Legal & General Group
Goldman Sachs Group
Citadel Advisors

View all funds holding Caterpillar