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Caterpillar shares owned by Plum Street Advisors

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

Historical chart of Plum Street Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Plum Street Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $203k 191 1065.16

More positions owned by Plum Street Advisors

Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Msci Emrg Chn (EMXC)
World Gold Tr Spdr Gld Minis (GLDM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ultra Short Dur (ICSH)
Vanguard Index Fds Sm Cp Val Etf (VBR)
American Centy Etf Trus Sml Cp Valu (AVUV)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr 3yrtb Etf (ISHG)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Plum Street 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
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
T. Rowe Price Associates
Bank of America Corporation

View all funds holding Caterpillar