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Caterpillar shares owned by Pettinga Financial Advisors

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

Historical chart of Pettinga Financial Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Pettinga Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $209k 196 1064.90
2021-03-31 $200k 864 231.48

More positions owned by Pettinga Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Isha In Ctry Etf (CORO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr S&p 500 Val Etf (IVE)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr U.s. Tech Etf (IYW)
Blackrock Etf Trust Isha Syst Al Etf (IALT)
Apple (AAPL)
Ishares Tr Msci Usa Mmentm (MTUM)
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Pettinga Financial 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
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
T. Rowe Price Associates
Susquehanna International
Citadel Advisors
Invesco

View all funds holding Caterpillar