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Caterpillar shares owned by KC Investment Advisors

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

Historical chart of KC Investment Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by KC Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $273k 476 572.87
2022-12-31 $202k 844 239.34
2022-03-31 $238k 1.1k 222.85

More positions owned by KC Investment Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust State Street Spd (SPIB)
Goldman Sachs Etf Tr Muni Income Etf (GMUB)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Univrsl Usd (IUSB)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)

View all positions for KC Investment Advisors

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon
Jpmorgan Chase & Co

View all funds holding Caterpillar