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Caterpillar shares owned by Financial Engines Advisors L.L.C

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Financial Engines Advisors L.L.C from 13F filings

Historical chart of Financial Engines Advisors L.L.C investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Financial Engines Advisors L.L.C consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Financial Engines Advisors L.L.C

Quarter filed Position value Share count Share price at filing
2024-09-30 $390k 996 391.12
2024-03-31 $280k 765 366.43
2023-09-30 $249k 911 273.00
2021-06-30 $247k 1.1k 217.24
2021-03-31 $252k 1.1k 232.04
2020-12-31 $469k 2.6k 181.99
2019-12-31 $411k 2.8k 147.79
2017-12-31 $8.0k 50 160.00

More positions owned by Financial Engines Advisors L.L.C

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Exponential Tech (XT)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr S&p Kensho New (KOMP)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Schwab Strategic Tr Us Reit Etf (SCHH)

View all positions for Financial Engines Advisors L.L.C

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Northern Trust
Bank of America Corporation
Goldman Sachs Group
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar