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Caterpillar shares owned by Financial Solutions Advisory Group

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

Historical chart of Financial Solutions Advisory Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Financial Solutions Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $439k 620 708.46

More positions owned by Financial Solutions Advisory Group

Spdr Series Trust State Street Spd (SPTS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Russell 2000 Etf (IWM)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Select Sector Spdr Tr State Street Tec (XLK)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Broadcom (AVGO)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

View all positions for Financial Solutions Advisory Group

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Citadel Advisors
Wellington Management Company

View all funds holding Caterpillar