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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
2023-03-31 $643k 2.8k 228.84
2022-12-31 $819k 3.5k 233.38

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IDEXX Laboratories (IDXX)
Ishares Tr Russell 2000 Etf (IWM)
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Walt Disney Company (DIS)
Medifast (MED)
Realreal (REAL)
Proshares Tr K1 Fre Crd Oil (OILK)
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Ishares Silver Tr Ishares (SLV)
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Associated Banc- (ASB)

View all positions for RIA Advisory Group

Top funds holding Caterpillar

Vanguard Group
State Farm Mutual Automobile Insurance Company
Fisher Investments
Bill & Melinda Gates Foundation Trust
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group
Charles Schwab Investment Management
Amundi
Dimensional Fund Advisors
Royal Bank of Canada
Ubs Global Asset Management Americas

View all funds holding Caterpillar