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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

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

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Quarterly reported holdings in Caterpillar by LM Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $364 258 1.41
2025-03-31 $384k 1.2k 330.18
2024-12-31 $467k 1.3k 363.14
2023-12-31 $136k 461 295.67

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View all positions for LM 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