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Caterpillar shares owned by Rollins Financial Advisors

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

Historical chart of Rollins Financial Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Rollins Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 7.0k 366.42

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View all positions for Rollins Financial Advisors

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
Capital World Investors
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Northern Trust
FMR
Susquehanna International
Bank of America Corporation
Legal & General Group
Bank of New York Mellon

View all funds holding Caterpillar