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Caterpillar shares owned by SC&H Financial Advisors

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

Historical chart of SC&H Financial Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by SC&H Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $291k 507 572.95
2025-06-30 $208k 536 387.97

More positions owned by SC&H Financial Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for SC&H Financial Advisors

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding Caterpillar