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Caterpillar shares owned by Rhodes Investment Advisors

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

Historical chart of Rhodes Investment Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Rhodes Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $592k 556 1064.90
2025-12-31 $383k 669 572.87

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First Tr Exchange Traded Rba Indl Etf (AIRR)
Apple (AAPL)
Vaneck Etf Trust Gold Miners Etf (GDX)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Amazon (AMZN)
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Dell Technologies CL C (DELL)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Select Sector Spdr Tr St Str Techn Etf (XLK)

View all positions for Rhodes Investment 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
T. Rowe Price Associates
Susquehanna International
Citadel Advisors
Invesco

View all funds holding Caterpillar