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Caterpillar shares owned by Financial Advisory Corp

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

Historical chart of Financial Advisory Corp investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Financial Advisory Corp

Quarter filed Position value Share count Share price at filing
2025-09-30 $360k 756 476.19
2025-06-30 $240k 618 388.35

More positions owned by Financial Advisory Corp

Ishares Core Msci Emkt (IEMG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Core Msci Emkt (IEMG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
DaVita (DVA)
DaVita (DVA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)

View all positions for Financial Advisory Corp

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