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Caterpillar shares owned by Hummer Financial Advisory Services

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

Historical chart of Hummer Financial Advisory Services investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Hummer Financial Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $245k 230 1064.90

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Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Microsoft Corporation (MSFT)
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Ishares Tr Core S&p500 Etf (IVV)

View all positions for Hummer Financial Advisory Services

Top funds holding Caterpillar

BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
T. Rowe Price Associates
Susquehanna International
Citadel Advisors
Invesco

View all funds holding Caterpillar