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Caterpillar shares owned by Spectrum Planning & Advisory Services

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Spectrum Planning & Advisory Services from 13F filings

Historical chart of Spectrum Planning & Advisory Services investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Spectrum Planning & Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Spectrum Planning & Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $489k 853 572.82
2025-09-30 $408k 856 477.06
2025-06-30 $429k 1.1k 388.21

More positions owned by Spectrum Planning & Advisory Services

Spdr Series Trust State Street Spd (BIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ishares Large Ca (BLCV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 100 Etf (OEF)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Blackrock Etf Trust Ii Ishares Flexible (BINC)

View all positions for Spectrum Planning & Advisory Services

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
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