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Caterpillar shares owned by Millington Financial Advisors

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

Historical chart of Millington Financial Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Millington Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $365k 1.2k 295.74
2023-09-30 $336k 1.2k 273.09
2023-06-30 $301k 1.2k 246.06
2023-03-31 $302k 1.3k 228.81
2022-12-31 $314k 1.3k 239.64

More positions owned by Millington Financial Advisors

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Innovator Etfs Tr Us Equity Accele (XBAP)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Innovator Etfs Tr Us Eqt Accel Pls (XTAP)
Invesco Exchange Traded Fd T Semiconductors (PSI)
First Tr Exchng Traded Fd Vi Cboe Vest U S Eq (XSEP)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Hlth Cr Equip (XHE)
Ishares Tr Core Div Grwth (DGRO)
UFP Technologies (UFPT)

View all positions for Millington Financial Advisors

Top funds holding Caterpillar

Vanguard Group
State Farm Mutual Automobile Insurance Company
Fisher Investments
Bill & Melinda Gates Foundation Trust
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group
Charles Schwab Investment Management
Amundi
Dimensional Fund Advisors
Royal Bank of Canada
Ubs Global Asset Management Americas

View all funds holding Caterpillar