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Caterpillar shares owned by Serenity Investment Advisors

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

Historical chart of Serenity Investment Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Serenity Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $233k 265 879.89

More positions owned by Serenity Investment Advisors

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Fidelity Covington Trust Enhanced Mid (FMDE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPHY)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&P SML 600 GWT (IJT)

View all positions for Serenity Investment 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
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
Susquehanna International
Citadel Advisors
Invesco
FMR

View all funds holding Caterpillar