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Caterpillar shares owned by Pitcairn Wealth Advisors

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

Historical chart of Pitcairn Wealth Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Pitcairn Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 1.9k 572.87

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Stepstone Group Com Cl A (STEP)
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Vaneck Merk Gold Etf Gold Shs (OUNZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Ishares Tr Rus 1000 Etf (IWB)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Direxion Shs Etf Tr Auspce Cmd Stg (COM)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
New York Life Investments Et Nyli Hedge Multi (QAI)
Procter & Gamble Company (PG)
Ishares Tr Msci Acwi Ex Us (ACWX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Pitcairn Wealth 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