IFS Advisors »

Caterpillar shares owned by IFS Advisors

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

Historical chart of IFS Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by IFS 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 IFS Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $38k 53 716.81
2025-12-31 $31k 53 579.62

More positions owned by IFS Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Ishares Core Dividend Growth Etf Etf (DGRO)
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Core S&p Mid-cap Etf Etf (IJH)
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard Mid-cap Etf Etf (VO)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Schwab U.s. Small-cap Etf Etf (SCHA)
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)

View all positions for IFS Advisors

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
FMR
Wellington Management Company
Invesco
Susquehanna International
Capital World Investors

View all funds holding Caterpillar