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Caterpillar shares owned by ONE Advisory Partners

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

Historical chart of ONE Advisory Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by ONE Advisory Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $281k 491 572.70

More positions owned by ONE Advisory Partners

Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Loar Holdings Com Shs (LOAR)
Ishares Tr S&p 100 Etf (OEF)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Mmentm (MTUM)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Gold Tr Ishares New (IAU)

View all positions for ONE Advisory Partners

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
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