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Caterpillar shares owned by LVZ Advisors

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

Historical chart of LVZ Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by LVZ Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $218k 380 572.87

More positions owned by LVZ Advisors

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us High Profitab (DUHP)
First Tr Exchange-traded Core Investment (FTCB)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for LVZ Advisors

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding Caterpillar