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Caterpillar shares owned by HighRoad Wealth Advisors

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

Historical chart of HighRoad Wealth Advisors investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by HighRoad Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $536k 935 572.87

More positions owned by HighRoad Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spd (BIL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Patrick Industries (PATK)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Cummins (CMI)
Eli Lilly & Co. (LLY)

View all positions for HighRoad Wealth Advisors

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
Northern Trust
Wellington Management Company
Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon
Jpmorgan Chase & Co

View all funds holding Caterpillar