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Caterpillar shares owned by Longview Financial Advisors

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

Historical chart of Longview Financial Advisors investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Longview Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $568k 1.2k 477.15
2025-06-30 $462k 1.2k 388.21
2025-03-31 $393k 1.2k 329.80
2024-12-31 $561k 1.5k 362.76

More positions owned by Longview Financial Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Apple (AAPL)

View all positions for Longview Financial Advisors

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Morgan Stanley
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

View all funds holding Caterpillar