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Caterpillar shares owned by Kapstone Financial Advisors

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

Historical chart of Kapstone Financial Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $430k 607 708.46

More positions owned by Kapstone Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core High Dv Etf (HDV)
Palantir Technologies Cl A (PLTR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Meta Platforms Cl A (META)
Procter & Gamble Company (PG)
Vanguard Whitehall Fds High Div Yld (VYM)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Kapstone Financial 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
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Citadel Advisors
Wellington Management Company

View all funds holding Caterpillar