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Caterpillar shares owned by Gordian Advisors

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

Historical chart of Gordian Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Gordian Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $240k 419 573.18

More positions owned by Gordian Advisors

Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Apple (AAPL)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Johnson & Johnson (JNJ)

View all positions for Gordian Advisors

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding Caterpillar