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Caterpillar shares owned by Sovereign Investment Advisors

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

Historical chart of Sovereign Investment Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Sovereign Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $356k 502 708.46

More positions owned by Sovereign Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Bny Mellon Etf Trust Global Infrasctr (BKGI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
MPLX Com Unit Rep Ltd (MPLX)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Enterprise Products Partners (EPD)
Plains All Amern Pipeline L Unit Ltd Partn (PAA)
Western Midstream Partners L Com Unit Lp Int (WES)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Sovereign Investment Advisors

Top funds holding Caterpillar

Vanguard Group
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
FMR
Citadel Advisors
Wellington Management Company

View all funds holding Caterpillar