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Caterpillar shares owned by Sightline Wealth Advisors

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

Historical chart of Sightline Wealth Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Sightline Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $263k 797 329.80
2024-12-31 $289k 797 362.76
2024-09-30 $312k 797 391.12
2024-06-30 $266k 797 333.10

More positions owned by Sightline Wealth Advisors

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Ibonds 27 Etf (IBDS)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for Sightline Wealth 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
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon
Jpmorgan Chase & Co

View all funds holding Caterpillar