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Caterpillar shares owned by Gaddis Premier Wealth Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Gaddis Premier Wealth Advisors from 13F filings

Historical chart of Gaddis Premier Wealth Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Gaddis Premier Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Gaddis Premier Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $272k 255 1064.90

More positions owned by Gaddis Premier Wealth Advisors

Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Fidelity Covington Trust Fun Sma Mid Etf (FFSM)
First Tr Exchange Traded Smid Risng Etf (SDVY)
First Tr Exchange Traded Rba Indl Etf (AIRR)
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
First Tr Exchange-traded Nasdq Cln Edge (GRID)
NVIDIA Corporation (NVDA)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)

View all positions for Gaddis Premier Wealth Advisors

Top funds holding Caterpillar

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
T. Rowe Price Associates
Susquehanna International
Citadel Advisors
Invesco

View all funds holding Caterpillar