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Caterpillar shares owned by Gutierrez Wealth Advisory

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Gutierrez Wealth Advisory from 13F filings

Historical chart of Gutierrez Wealth Advisory investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Gutierrez Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Gutierrez Wealth Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $203k 190 1065.53

More positions owned by Gutierrez Wealth Advisory

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Capital Group Growth Etf Shs Creat Unit (CGGR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Extend Mkt Etf (VXF)
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)
Capital Grp Fixed Incm Etf T Mun High Etf (CGHM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Ishares Tr National Mun Etf (MUB)
Meta Platforms Cl A (META)

View all positions for Gutierrez Wealth Advisory

Top funds holding Caterpillar

California State Teachers Retirement System
BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
T. Rowe Price Associates

View all funds holding Caterpillar