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Caterpillar shares owned by Goldstein Advisors

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

Historical chart of Goldstein Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Goldstein Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $223k 468 477.15

More positions owned by Goldstein Advisors

Ishares Tr Core S&p Ttl Stk (ITOT)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
J P Morgan Exchange Traded F Active Growth (JGRO)
Victory Portfolios Ii Shares Free Cash (VFLO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Victory Portfolios Ii Core Intrmediate (UBND)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Blackrock Etf Trust Ishares Us Thema (THRO)
Pimco Etf Tr Active Bd Etf (BOND)
The Alger Etf Trust Ai Enablers Adop (ALAI)
American Centy Etf Tr Diversified Mu (TAXF)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Ishares Tr Core Msci Total (IXUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Lattice Strategies Tr Hartford Mlt Etf (RODM)

View all positions for Goldstein Advisors

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