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Caterpillar shares owned by Investment Advisory Group

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Investment Advisory Group from 13F filings

Historical chart of Investment Advisory Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Investment Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Investment Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $236k 333 708.71

More positions owned by Investment Advisory Group

Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Ishares Tr Core 40/60 Moder (AOM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Msci Usa Min Vol (USMV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core 30/70 Conse (AOK)

View all positions for Investment Advisory Group

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
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Citadel Advisors
Wellington Management Company

View all funds holding Caterpillar