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Caterpillar shares owned by Sentinel Advisory Group

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

Historical chart of Sentinel Advisory Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Sentinel Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $213k 200 1064.90

More positions owned by Sentinel Advisory Group

Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Series Trust ST STR P500GRW (SPYG)
Fidelity Covington Trust Enhanced Intl (FENI)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Capital Group New Geography SHS (CGNG)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Ishares Core Msci Emkt (IEMG)
Pimco Etf Tr Multisector Bd (PYLD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Invt Grd Corp Bd (LQDW)
Fidelity Greenwood Street Tr Yiel Enh Equ Etf (FYEE)
Pimco Dynamic Income SHS (PDI)

View all positions for Sentinel Advisory Group

Top funds holding Caterpillar

BlackRock
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Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
Susquehanna International
Citadel Advisors
Invesco
FMR

View all funds holding Caterpillar