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Caterpillar shares owned by Milestones Private Investment Advisors

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

Historical chart of Milestones Private Investment Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Milestones Private Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $487k 850 572.87
2025-09-30 $406k 850 477.15

More positions owned by Milestones Private Investment Advisors

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vaneck Etf Trust Semiconductr Etf (SMH)
First Tr Exchange Traded Utilities Alph (FXU)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Msci Usa Quality (GARP)
Select Sector Spdr Tr State Street Tec (XLK)
Select Sector Spdr Tr State Street Con (XLY)
Apple (AAPL)
First Tr Exchange Traded Consumr Staple (FXG)
Select Sector Spdr Tr State Street Hea (XLV)
Select Sector Spdr Tr State Street Ene (XLE)
World Gold Tr Spdr Gld Minis (GLDM)
First Tr Exchange-traded SHS (FDL)
Microsoft Corporation (MSFT)

View all positions for Milestones Private Investment 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
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon
Jpmorgan Chase & Co

View all funds holding Caterpillar