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Caterpillar shares owned by Spectrum Wealth Advisory Group

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

Historical chart of Spectrum Wealth Advisory Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Spectrum Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $114k 107 1065.02

More positions owned by Spectrum Wealth Advisory Group

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Federated Hermes Etf Trust Mdt Large Cap (FLCC)
Mfs Active Exchange Traded F Internatinl Etf (MFSI)
John Hancock Exchange Traded Multi Intl Etf (JHMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Tcw Etf Trust Flexible Income (FLXR)
Apple (AAPL)
Ishares Tr Core S&p Us Gwt (IUSG)
Spdr Series Trust St Inter Etf (SPTI)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Wisdomtree Tr Emg Mkts Smcap (DGS)

View all positions for Spectrum Wealth Advisory Group

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
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
T. Rowe Price Associates
Bank of America Corporation

View all funds holding Caterpillar