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Caterpillar shares owned by Powers Advisory Group

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

Historical chart of Powers Advisory Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Powers Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $213k 372 573.35

More positions owned by Powers Advisory Group

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Div Grwth (DGRO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Fidelity Covington Trust High Divid Etf (FDVV)
Wisdomtree Tr True Developed I (DOL)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Powers Advisory Group

Top funds holding Caterpillar

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

View all funds holding Caterpillar