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Caterpillar shares owned by Keating Financial Advisory Services

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Keating Financial Advisory Services from 13F filings

Historical chart of Keating Financial Advisory Services investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Keating Financial Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Keating Financial Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $879k 1.2k 708.54

More positions owned by Keating Financial Advisory Services

Apple (AAPL)
Dimensional Us Core Equity Market Etf Us Core Eqt Mkt (DFAU)
NVIDIA Corporation (NVDA)
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO)
Dimensional Us High Profitability Etf Us High Profitab (DUHP)
State Street Spdr S&p 500 Etf Trust Tr Unit (SPY)
Dimensional International Core Equity Market Etf Intl Core Eqt Mk (DFAI)
Microsoft Corporation (MSFT)
Dimensional Core Fixed Income Etf Core Fixed Incom (DFCF)
Invesco S&p 500 Momentum Etf S&p 500 Momntm (SPMO)
Schwab U.s. Large-cap Growth Etf Us Lcap Gr Etf (SCHG)
Invesco Qqq Trust Unit Ser 1 (QQQ)
Amazon (AMZN)
Dimensional International High Profitability Etf Intl High Profit (DIHP)
Dimensional Us Core Equity 1 Etf Us Core Equity 1 (DCOR)

View all positions for Keating Financial Advisory Services

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