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Caterpillar shares owned by O'Neil Global Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by O'Neil Global Advisors from 13F filings

Historical chart of O'Neil Global Advisors investment in Caterpillar

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All positions including Caterpillar held by O'Neil Global Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by O'Neil Global Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $436k 616 708.46
2022-12-31 $497k 2.1k 239.52

More positions owned by O'Neil Global Advisors

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Lumentum Hldgs (LITE)
Invesco Qqq Trust Series 1 (QQQ)
Telefonaktiebolaget LM Ericsson (ERIC)
Pan American Silver Corp Can (PAAS)
Keysight Technologies (KEYS)
Figs (FIGS)
Caterpillar (CAT)
Ge Vernova (GEV)
Butterfly Networ (BFLY)

View all positions for O'Neil Global Advisors

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Citadel Advisors
Wellington Management Company

View all funds holding Caterpillar