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Caterpillar shares owned by PKS Advisory Services

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

Historical chart of PKS Advisory Services investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by PKS Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $254k 532 476.82

More positions owned by PKS Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Merck & Co (MRK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Msci Eafe (IEFA)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for PKS Advisory Services

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon
Jpmorgan Chase & Co

View all funds holding Caterpillar