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Caterpillar shares owned by LifeGuide Financial Advisors

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

Historical chart of LifeGuide Financial Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by LifeGuide Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $406k 382 1063.92

More positions owned by LifeGuide Financial Advisors

Dimensional Etf Trust Global Real Est (DFGR)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard World Esg Intl Stk Etf (VSGX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Praxis Fds Impa La Valu Etf (PRXV)
Praxis Fds Impa La Grow Etf (PRXG)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)

View all positions for LifeGuide Financial Advisors

Top funds holding Caterpillar

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
T. Rowe Price Associates
Susquehanna International
Citadel Advisors
Invesco

View all funds holding Caterpillar