IFG Advisors »

Caterpillar shares owned by IFG Advisors

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

Historical chart of IFG Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by IFG Advisors 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 IFG Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $300k 282 1064.90
2022-03-31 $600k 11k 55.81

More positions owned by IFG Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Ishares Tr Select Us Reit (ICF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Micron Technology (MU)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)

View all positions for IFG Advisors

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
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
T. Rowe Price Associates
Bank of America Corporation

View all funds holding Caterpillar