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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
2026-06-30 $234k 220 1065.25

More positions owned by Financial Advisory Corp

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Select Sector Spdr Tr St Str Care Etf (XLV)
Ishares Tr U.s. Real Es Etf (IYR)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Global Energ Etf (IXC)

View all positions for Financial Advisory Corp

Top funds holding Caterpillar

BlackRock
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Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
Susquehanna International
Citadel Advisors
Invesco
FMR

View all funds holding Caterpillar