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Caterpillar shares owned by M3 Advisory Group

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by M3 Advisory Group from 13F filings

Historical chart of M3 Advisory Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by M3 Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by M3 Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $203k 518 391.29

More positions owned by M3 Advisory Group

Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Energy (XLE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Select Sector Spdr Tr Financial (XLF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for M3 Advisory Group

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Northern Trust
Bank of America Corporation
Goldman Sachs Group
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar