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Caterpillar shares owned by RIA Advisory Group

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

Historical chart of RIA Advisory Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by RIA Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $222k 313 707.72
2023-03-31 $643k 2.8k 228.84
2022-12-31 $819k 3.5k 233.38

More positions owned by RIA Advisory Group

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Vanguard Index Fds Total Stk Mkt (VTI)
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Ishares Silver Tr Ishares Call Option (SLV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Sprott Asset Management Physical Silver (PSLV)
Coca-Cola Company (KO)
Johnson & Johnson (JNJ)
Spdr Series Trust State Street Spd (BIL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
McDonald's Corporation (MCD)
Rbb Fund Trust First Eagle Over (FEOE)

View all positions for RIA 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
FMR
Capital World Investors
Wellington Management Company
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Charles Schwab Investment Management

View all funds holding Caterpillar