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Caterpillar shares owned by Mountain Capital Investment Advisors

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

Historical chart of Mountain Capital Investment Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Mountain Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $270k 254 1064.07
2017-09-30 $77k 620 124.19
2017-06-30 $86k 799 107.63

More positions owned by Mountain Capital Investment Advisors

Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Vanguard Index Fds Small Cp Etf (VB)
The Alger Etf Trust 35 Etf (ATFV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Tesla Motors (TSLA)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
NVIDIA Corporation (NVDA)
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)

View all positions for Mountain Capital Investment Advisors

Top funds holding Caterpillar

BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
T. Rowe Price Associates
Bank of America Corporation

View all funds holding Caterpillar