Harwood Advisory »

Caterpillar shares owned by Harwood Advisory

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

Historical chart of Harwood Advisory investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Harwood Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $118k 247 477.19
2025-06-30 $96k 246 389.11
2025-03-31 $105k 289 363.47
2024-12-31 $105k 289 363.47
2024-09-30 $176k 450 391.28
2020-03-31 $54k 473 114.75

More positions owned by Harwood Advisory

Ishares Tr Msci Eafe Etf (EFA)
Vaneck Etf Trust Clo Etf (CLOI)
Vanguard World Mega Grwth Ind (MGK)
Select Sector Spdr Tr Technology (XLK)
Two Rds Shared Tr Anfield Unvl Etf (AFIF)
Ishares Msci Emrg Chn (EMXC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vaneck Etf Trust Aa Bb Clo Etf (CLOB)
First Tr Exchange-traded SHS (QQEW)
Pimco Etf Tr Active Bd Etf (BOND)
Select Sector Spdr Tr Communication (XLC)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr 3 7 Yr Treas Bd (IEI)

View all positions for Harwood Advisory

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