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Caterpillar shares owned by Hershey Financial Advisers

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Hershey Financial Advisers from 13F filings

Historical chart of Hershey Financial Advisers investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Hershey Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Hershey Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-06-30 $6.0k 18 333.11

More positions owned by Hershey Financial Advisers

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Carnival Corp Unit 99/99/9999 (CCL)
Vanguard World Inf Tech Etf (VGT)
Vanguard World Comm Srvc Etf (VOX)
Ishares Tr Morningstar Grwt (ILCG)
Trane Technologies SHS (TT)
Vanguard World Utilities Etf (VPU)
Vanguard World Energy Etf (VDE)
Vanguard World Financials Etf (VFH)
Vanguard World Industrial Etf (VIS)
Vanguard World Materials Etf (VAW)
Vanguard World Consum Stp Etf (VDC)

View all positions for Hershey Financial Advisers

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Bank of America Corporation
Goldman Sachs Group
Citadel Advisors
Bank of New York Mellon
Susquehanna International
Charles Schwab Investment Management
Invesco

View all funds holding Caterpillar