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Caterpillar shares owned by Salus Financial Advisors

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

Historical chart of Salus Financial Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Salus Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $252k 237 1064.90

More positions owned by Salus Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Us Vlu (IUSV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Covington Trust Enhanced Sml Cap (FESM)
Fidelity Covington Trust Emerg Mkts Mltft (FDEM)
Fidelity Merrimack Str Tr Corp Bond Etf (FCOR)
Ishares Tr Sp Smcp600vl Etf (IJS)
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Eafe Etf (EFA)
Bitwise Funds Trust Crypto Industry (BITQ)
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Salus Financial 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
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
T. Rowe Price Associates
Bank of America Corporation

View all funds holding Caterpillar