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Caterpillar shares owned by Pinnacle Family Advisors

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

Historical chart of Pinnacle Family Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Pinnacle Family Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $235k 331 708.82
2021-06-30 $266k 1.2k 217.32
2020-12-31 $207k 1.1k 182.22

More positions owned by Pinnacle Family Advisors

Tidal Trust Ii Pinnacle Focused (FCUS)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spd (BIL)
O'reilly Automotive (ORLY)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Msci Emg Mkt Etf (EEM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Select Divid Etf (DVY)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)

View all positions for Pinnacle Family 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
Susquehanna International
Citadel Advisors
Invesco
FMR

View all funds holding Caterpillar