LM Advisors »

Caterpillar shares owned by LM Advisors

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

Historical chart of LM Advisors investment in Caterpillar

Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 2025200k300k400k40060080010001200
Value ($)Share countHistorical CAT position of LM Advisors Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by LM Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $467k 1.3k 363.14
2023-12-31 $136k 461 295.67

More positions owned by LM Advisors

Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Etf (VOO)
Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)
Invesco Exch Trd Slf Idx Fd Rusl 1000 Dynm Etf (OMFL)
Alphabet Inc Cap Stk Cl C Cl C (GOOG)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf Etf (VIG)
Coinbase Global Inc Calls Op
Invesco Qqq Tr Unit Ser 1 Etf (QQQ)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt Etf (VTI)
Alphabet Inc Cap Stk Cl A Cl A (GOOGL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt Etf (RSP)
Vanguard World Fd Health Car Etf Etf (VHT)
Meta Platforms Inc Cl A Cl A (META)

View all positions for LM Advisors

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Norges Bank Investment Management
Bank of America Corporation
FMR
Ubs Global Asset Management Americas
Goldman Sachs Group

View all funds holding Caterpillar